Plan Snapshot
- Plan Sponsor: Middleton & Company, INC.
- Sponsor EIN: 042941854
- Sponsor Address: 600 ATLANTIC AVENUE, BOSTON, MA, 02210
- Plan Type: DC
- Total Participants: 14
- Total Assets: $5.5M
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 | $5.5M | $450,000 | $0 |
| 2023 | 12 | $5.1M | $400,000 | $0 |
| 2022 | 12 | $4.9M | $200,000 | $0 |