# Middleton & Company, INC. DC Plan
Source: https://planprovider.pro/companies/middleton-company-inc-plan

> Middleton & Company, INC.'s DC plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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