Mta Investments, Inc.401(k)
MONTROSE AUTO GROUP 401(K) RETIREMENT SAVINGS PLAN · AKRON, OH · plan year 2024
Mta Investments, Inc. reported $119,200 in plan administrative expenses for 2024: 1.24% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 1.12% to 1.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (1,962nd of 3,295), and the 2,565th of 5,215 in retail trade. active participation has shrunk from 415 to 306 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 592738546 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.