Machine Tool Research, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Machine Tool Research, INC.
  • Sponsor EIN: 161225458
  • Sponsor Address: 405 BLOSSOM ROAD, ROCHESTER, NY, 146101802
  • Plan Type: 401(k)
  • Total Participants: 70
  • Total Assets: $12.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202470$12.3M$271,600$500,537
202354$10.8M$60,477$506,786
202242$9.5M$146,391$443,696

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