What public Form 5500 filings show about the MTA Investments, Inc. 401(k) plan — and how to find and check your own account.
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.
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): SYMPHONY FINANCIAL SERVICES, FARMERS TRUST COMPAMY DBA NATIONAL.
