Plan Snapshot
- Plan Sponsor: Mta Investments, INC.
- Sponsor EIN: 592738546
- Sponsor Address: 3960 MEDINA ROAD, AKRON, OH, 44333
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 306 | $10.5M | $0 | $1.1M |
| 2023 | 282 | $9.0M | $0 | $1.0M |
| 2022 | 415 | $7.5M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| SYMPHONY FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $85,127 | — | $85,127 |
| EMPOWER ANNUITY INSURANCE CO | RECORDKEEPER | $27,416 | — | $27,416 |
| FARMERS TRUST COMPAMY DBA NATIONAL | CONTRACT ADMIN | $20,451 | — | $20,451 |
| PEASE BELL CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEASE BELL CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,994
- Estimated Expense Ratio: 1.273% 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 | $119,200 | — | — | — | — |
| 2023 | $94,164 | — | — | — | — |
| 2022 | $86,997 | — | — | — | $86,997 |