Middle Tree Incorporated401(k)
MIDDLE TREE INCORPORATED 403(B) PLAN · CLAREMONT, CA · plan year 2024
Middle Tree Incorporated reported $17,196 in plan administrative expenses for 2024: 17.81% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 1 year on file its reported administrative ratio fell from 30.56% to 17.81%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (9,323rd of 9,483), and 3,079th of 3,091 in educational services.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 473525937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.