Middleburg Management, Llc 401(k) Plan: Login, Facts & Contact Information
Middleburg Management, Llc 401(k) Login
51 former Middleburg Management, Llc employees still have money in this plan.
We don't have a verified login link for this plan's recordkeeper (Retirement Planners & Administrator). Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Middleburg Management, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.61 million went into the plan in contributions, $402,588 of it from the employer (25%).
- $949,226 was paid out to participants.
- Investment and other income added $878,869.
- Administrative expenses were $42,960, about $338 per account.
How the Middleburg Management, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 102 | $2.44 million | $136,255 | $252,905 |
| 2020 | 118 | $3.52 million | $172,535 | $87,720 |
| 2021 | 124 | $4.91 million | $204,587 | $281,117 |
| 2022 | 141 | $4.38 million | $222,750 | $309,423 |
| 2023 | 170 | $5.84 million | $291,844 | $633,812 |
| 2024 | 202 | $7.34 million | $402,588 | $949,226 |
Middleburg Management, Llc 401(k) Contact Information
Questions about the Middleburg Management, Llc 401(k)
Does Middleburg Management, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $402,588, 25% of all contributions.
Does the Middleburg Management, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Middleburg Management, Llc 401(k) plan?
202 participants at the start of plan year 2024, 150 of them active employees, and 51 former employees who still had money in the plan.
What is the average 401(k) balance at Middleburg Management, Llc?
About $57,817 per account: $7.34 million in plan assets across 127 accounts with a balance at the end of plan year 2024.
Who manages the Middleburg Management, Llc 401(k) accounts?
RETIREMENT PLANNERS & ADMINISTRATOR is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Middleburg Management, Llc. How do I access my 401(k)?
Your account stays with RETIREMENT PLANNERS & ADMINISTRATOR after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.