How big is Montachusett Regional Transit Authority's plan?

Montachusett Regional Transit Authority's plan reported $4.7M in assets and 142 participants for 2024.

Original filing (PDF)20251007153752NAL0002798083001

Montachusett Regional Transit Authority

Name: Montachusett Regional Transit Authority — Form 5500 Plan 002 (2024)
Creator: Montachusett Regional Transit Authority
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Montachusett Regional Transit Authority 401(k) Plan

401(k) retirement plan · Montachusett Regional Transit Authority's Montachusett Regional Transit Authority 401(k) Plan held $4.7M in plan assets for 142 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributions100% in single holdingCorrective distributions issued

Active participants

142

Accounts w/ balance

161

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Steven Bliss signed Montachusett Regional Transit Authority's 2024 Form 5500 as plan administrator.

Steven Bliss — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Montachusett Regional Transit Authority's EIN is 04-2677160.

EIN 04-2677160

Plan number 002

Plan year 2024

ACK ID 20251007153752NAL0002798083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montachusett Regional Transit Authority from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montachusett Regional Transit Authority's plan includes a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTACHUSETT REGIONAL TRANSIT AUTHORITY.

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 16K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score