Plan Snapshot
- Plan Sponsor: Middlegate Securities INC.
- Sponsor EIN: 133440941
- Sponsor Address: 8 WEST 40TH STREET, NEW YORK, NY, 10018
- Plan Type: DB
- Total Participants: 14
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $3.0M | $614,742 | $0 |
| 2023 | 11 | $2.2M | $525,311 | $0 |
| 2022 | 10 | $1.5M | $510,389 | $0 |