Middleburg 401(k) Plan
Sponsored by Middleburg Management, Llc · EIN 460927391 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 150
- With balances
- 127
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nfp | Investment advisory (plan), Investment management fees (direct), Investment management fees (indirect) | $22,810 |
| Retirement Planners & Administrator | Recordkeeping | $20,150 |