# Middleburg Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/middleburg-management-llc-401k-plan

> Middleburg Management, LLC's 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Middleburg Management, LLC

- **Sponsor EIN:** 460927391

- **Sponsor Address:** 1921 GALLOWS ROAD, STE. 700, VIENNA, VA, 22182

- **Plan Type:** 401(k)

- **Total Participants:** 150

- **Total Assets:** $7.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|150|$7.3M|$402,588|$799,894|

| 2023|126|$5.8M|$291,844|$626,729|

| 2022|68|$4.4M|$222,750|$475,740|

## 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|

| JONES & MCINTYRE, PLLC|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|$42,960|$22,810|—|—|—|

| 2023|$37,166|$22,632|$14,534|—|—|

| 2022|$34,561|$21,886|$12,675|—|—|

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