# Mta Distributors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mta-distributors-inc-401k-plan

> Mta Distributors, LLC's 401(k) plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mta Distributors, LLC

- **Sponsor EIN:** 621089936

- **Sponsor Address:** 555 HICKORY HILLS BLVD, WHITES CREEK, TN, 37189

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

- **Total Participants:** 160

- **Total Assets:** $8.9M

## 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|160|$8.9M|$167,805|$794,851|

| 2023|162|$7.7M|$151,583|$665,047|

| 2022|126|$3.8M|$91,213|$407,045|

## 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|

| RAYMOND JAMES AND ASSOCIATES|ADVISOR|$21,210|—|$21,210|

| ACCESS RETIREMENT SERVICES LLC|TPA|$5,375|—|$5,375|

| CARR RIGGS & INGRAM, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RAYMOND JAMES AND ASSOCIATES](https://planprovider.pro/provider/john-hancock) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,585

- **Estimated Expense Ratio:** 0.300% 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|$24,115|—|$24,115|—|—|

| 2023|$23,233|—|$23,233|—|—|

| 2022|—|—|—|—|—|

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