Plan Ledger DOL Form 5500 · updated monthly

Middleground Management LP401(k)

MIDDLEGROUND MANAGEMENT LP 401(K) PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.21%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Middleground Management LP reported $28,377 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $6,612 per active participant. 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 rose from 0.05% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 354th-largest of 871 plans among Kentucky employers on file, and 3,447th of 4,798 in finance & insurance. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,586,659
Participants with balances176
Active participants122
Employer contributions$806,649
Employee contributions$1,551,068
Employer contribution per active participant$6,612
Average account balance$88,561
Benefits paid to participants$735,414
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$15.6M · 176 accts · $807K emplr
2023$12.0M · 139 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,377
Total administrative$28,377
The Middleground Management LP 401(k) match · 2024
Employer contribution per active participant$6,612
Median for plans this size$2,416
2024$6,612 per active participant
2023$9,023 per active participant

Middleground Management LP's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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
JPMORGAN INVEST HOLDINGS LLC$28,332

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$28,377 · 0.21%
2023$6,089 · 0.05%
Same employer
Similar plansFinance & Insurance · Kentucky
South Central Bank, Inc. KY$18.6M · 0.10%
Magnolia Bank KY$16.5M · 0.10%
Abound Federal Credit Union KY$12.6M · 0.30%
Fnb Bank, Inc. KY$11.3M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824632067 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.