Plan Ledger DOL Form 5500 · updated monthly

Mtx Group, Inc.401(k)

MTX GROUP 401(K) PLAN · FRISCO, TX · plan year 2025

Reported admin expense ratio · 2025
0.29%

Mtx Group, Inc. reported $33,211 in plan administrative expenses for 2025: 0.29% of average plan assets, above the peer median. 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 4 years on file its reported administrative ratio has held roughly steady near 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,786th-largest of 5,688 plans among Texas employers on file, and 7,384th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$12,026,966
Participants with balances337
Active participants274
Employer contributions—
Employee contributions$2,016,995
Employer contribution per active participant—
Average account balance$35,688
Benefits paid to participants$2,986,891
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$12.0M · 337 accts
2024$10.9M · 704 accts
2023$7.8M · 588 accts · $1K emplr
2022$5.1M · 474 accts
Administrative expenses, itemized · 2025
Investment management$33,211
Total administrative$33,211
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
GALLAGHER FIDUCIARY ADVISORS, LLC · Investment advisory (plan)$32,526

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$33,211 · 0.29%
2024$24,030 · 0.26%
2023$18,839 · 0.29%
2022$15,143 · 0.30%
Same employer
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Benefits Assurance, LLC TX$12.0M · 0.11%
24 HR Safety LLC TX$12.0M · 0.32%
Immatics US Inc. TX$11.8M · 0.40%
Praetorian Group, Inc. TX$11.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824828973 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.