Plan Snapshot
- Plan Sponsor: Middough INC.
- Sponsor EIN: 341256631
- Sponsor Address: 1901 EAST 13TH ST., CLEVELAND, OH, 44114
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $74.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 385 | $74.0M | $1.2M | $4.3M |
| 2023 | 408 | $68.9M | $1.2M | $4.4M |
| 2022 | 452 | $59.2M | $1.1M | $4.1M |
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 |
|---|---|---|---|---|
| COHEN & COMPANY LTD. | ACCOUNTANT/AUDITOR | $31,043 | — | $31,043 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $15,082 | — | $15,082 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,125
- Estimated Expense Ratio: 0.062% of plan assets
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 | $14,099 | $15,082 | — | $9,706 | — |
| 2023 | $16,830 | $13,473 | — | $28,063 | — |
| 2022 | $18,853 | $12,424 | — | — | — |