# Management & Training Corporation 401(k) Plan
Source: https://planprovider.pro/companies/management-training-corporation-401k-plan

> Management & Training Corporation's 401(k) plan: 7,036 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Management & Training Corporation

- **Sponsor EIN:** 870365322

- **Sponsor Address:** 500 NORTH MARKETPLACE DRIVE, CENTERVILLE, UT, 84014

- **Plan Type:** 401(k)

- **Total Participants:** 7,036

- **Total Assets:** $198.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7,036|$198.1M|$7.1M|$15.8M|

| 2023|3,917|$177.9M|$5.2M|$11.5M|

| 2022|5,366|$162.9M|$4.7M|$11.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$356,330|—|$356,330|

| TOWERS WATSON INVESTMENT SERVICES|INVESTMENT ADVISOR|$213,561|—|$213,561|

| TRAVELLER & COMPANY LLC|ACCOUNTANT/AUDITOR|$7,995|—|$7,995|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [TRAVELLER & COMPANY LLC](https://planprovider.pro/provider/traveller-and-company-llc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $577,886

- **Estimated Expense Ratio:** 0.292% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$580,817|—|—|$7,995|—|

| 2023|$538,344|$193,395|$600|$8,560|—|

| 2022|$597,136|—|—|—|—|

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