Plan Ledger DOL Form 5500 · updated monthly

Middle Tree Incorporated401(k)

MIDDLE TREE INCORPORATED 403(B) PLAN · CLAREMONT, CA · plan year 2024

Reported admin expense ratio · 2024
17.81%

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.

Plan summary
Net assets, end of year$126,470
Participants with balances262
Active participants262
Employer contributions—
Employee contributions$77,789
Employer contribution per active participant—
Average account balance$483
Benefits paid to participants$13,220
Plan auditUnmodified (clean) audit opinion
AuditorCHUGH CPAS
Plan history2
Yearassets · accounts · employer contribution
2024$126K · 262 accts
2023$69K · 317 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,762
Investment management$434
Total administrative$17,196
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
VESTWELL · Contract administrator · Investment advisory (plan)$17,144

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$17,196 · 17.81%
2023$11,811 · 30.56%
Similar plansEducational Services · California
Timothy D Bowen CA$252K · 0.68%

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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.