Plan Snapshot
- Plan Sponsor: Middle Tree Incorporated
- Sponsor EIN: 473525937
- Sponsor Address: 250 WEST 1ST STREET, SUITE 330, CLAREMONT, CA, 91711
- Plan Type: 403(b)
- Total Participants: 262
- Total Assets: $126,470
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 262 | $126,470 | $0 | $77,789 |
| 2023 | 317 | $68,731 | $0 | $66,796 |
| 2022 | 143 | $8,563 | $0 | $8,675 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CHUGH CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $17,196 | $434 | $16,762 | — | — |
| 2023 | $11,811 | $111 | $10,333 | — | — |
| 2022 | — | — | — | — | — |