# Middle Tree Incorporated 403(b) Plan
Source: https://planprovider.pro/companies/middle-tree-incorporated-plan

> Middle Tree Incorporated's 403(b) plan: 262 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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