MTA INVESTMENTS, INC. 401(k) Plan
What public Form 5500 filings show about the MTA INVESTMENTS, INC. 401(k) plan — and how to find and check your own account.
The MTA INVESTMENTS, INC. 401(k) on its latest Form 5500
MTA INVESTMENTS, INC. (EIN 59-2738546) reports MONTROSE AUTO GROUP 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $10.5M in plan assets across 306 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full MTA INVESTMENTS, INC. filing — schedules, fees, and providers.
Who runs the MTA INVESTMENTS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MTA INVESTMENTS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FARMERS TRUST COMPAMY DBA NATIONAL, SYMPHONY FINANCIAL SERVICES.
How to check your MTA INVESTMENTS, INC. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask MTA INVESTMENTS, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).