Plan Snapshot
- Plan Sponsor: Mtx Group, INC.
- Sponsor EIN: 824828973
- Sponsor Address: 6303 COWBOYS WAY #400, FRISCO, TX, 75034
- Plan Type: 401(k)
- Total Participants: 378
- Total Assets: $10.9M
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 | 378 | $10.9M | $0 | $3.1M |
| 2023 | 387 | $7.8M | $1,076 | $2.3M |
| 2022 | 263 | $5.1M | $0 | $2.8M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $24,030 | $24,030 | — | — | — |
| 2023 | $18,839 | $18,839 | — | — | — |
| 2022 | $15,143 | $15,143 | — | — | — |