Original filing (PDF)20240114185221NAL0003143827001

MIDDLETON REUTLINGER, P.S.C.

Name: MIDDLETON REUTLINGER, P.S.C. — MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN, Form 5500 (2022)
Creator: MIDDLETON REUTLINGER, P.S.C.

Form 5500

FILING_RECEIVED

MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDDLETON REUTLINGER, P.S.C..

Plan sponsor

Name

MIDDLETON REUTLINGER, P.S.C.

EIN

61-0999942

Address

401 SOUTH FOURTH STREET · SUITE 2600 · LOUISVILLE, KY · 40202

Phone

(502) 584-1135

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-08-01

Tax period

2023-07-31

Filed

2024-01-14

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SORTINO ADVISORY PARTNERS LLC	47-1880154	—	ADVISOR	$26K	—

Accountant / Auditor

Name	EIN	Location	Relation

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
AC IN RETIRE TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001	Common Collective Trust	$0	—

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