# Mta Investments, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mta-investments-inc-401k-plan

> Mta Investments, INC.'s 401(k) plan: 306 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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