Back to filter
Original filing (PDF)20250722161549NAL0007602818001
MTC US CORP.
Form 5500
FILING_RECEIVED
MTC US CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
550
Accounts w/ balance
737
Plan assets (EOY)
$44.9M
Net assets (EOY)
$44.9M
How this plan invests
This plan
30 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: FLEXPATH INDEXPLUS MODERATE 2035 FUND (extraction pending)]" is 27% of plan.
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MTC US CORP..
Plan sponsor
Name
MTC US CORP.
EIN
26-1314191
Address
180 LAMAR HALEY PKWY · CANTON, GA · 30114
Phone
(678) 880-1407
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARR RIGGS AND INGRAM LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $123K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $38K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | — | GREENSBORO, NC | AUDITOR | $16K | — |
Investments
1 direct security · 30 pooled funds· $41.2M(92% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$40.0M
28 holdings
Pooled Separate Account
$1.0M
2 holdings
Uncategorized
$176K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH INDEX+ MODERATE 2035 R1 GREAT GRAY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $10.9M | 24.3% | |
| FLEXPATH INDEX+ MODERATE RETIRE R1 GREAT GRAY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $6.0M | 13.3% | |
| FLEXPATH INDEX+ MODERATE 2055 R1 GREAT GRAY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $5.2M | 11.5% | |
| FLEXPATH INDEX+ MODERATE 2045 R1 GREAT GRAY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $4.6M | 10.1% | |
| STABLE VALUE FUND FEE CLASS I1 GREAT GRAY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.8M | 6.3% | |
| BLACKROCK RUSSELL 1000 INDEX 1 GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $2.7M | 6.0% | |
| FLEXPATH INDEX+ CONSERVATIVE RETIRE GREAT GRAY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $2.2M | 4.9% | |
| FIXED INCOME ALLOCATION I1 GREAT GRAY · EIN 38-4126269 / PN 573 | Common Collective Trust | — | — | $1.6M | 3.7% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $1.5M | 3.4% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $931K | 2.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 I1 GREAT GRAY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $338K | 0.8% | |
| BLACKROCK DEVELOPED REAL ESTATE 1 GREAT GRAY · EIN 38-4065314 / PN 411 | Common Collective Trust | — | — | $298K | 0.7% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $260K | 0.6% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $258K | 0.6% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $238K | 0.5% | |
| FLEXPATH INDEX+ AGGRESSIVE RETIRE R GREAT GRAY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $196K | 0.4% | |
| PIMCO RAE US SMALL CIT | — | — | $204K | $176K | 0.4% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $176K | 0.4% | |
| BLACKROCK U.S. TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $175K | 0.4% | |
| CORE PLUS BOND CL I1 GREAT GRAY · EIN 38-4116854 / PN 001 | Common Collective Trust | — | — | $167K | 0.4% | |
| FLEXPATH INDEX+ CONSERVATIVE 2035 R GREAT GRAY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $161K | 0.4% | |
| MID CAP VALUE I1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $109K | 0.2% | |
| FUTUREFUNDS SERIES ACC II OF GWL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $102K | 0.2% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $36K | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 R GREAT GRAY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $19K | <0.1% | |
| FLEXPATH INDEX+CONSERVATIVE 2045 I1 GREAT GRAY · EIN 47-3411367 / PN 236 | Common Collective Trust | — | — | $16K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $1K | <0.1% | |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 I1 GREAT GRAY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 R GREAT GRAY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R1 GREAT GRAY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Manufacturing plans
ORMET CORPORATION HOURLY RETIREE BENEFIT TRUST
ORMET CORPORATION HOURLY RETIREE GROUP BENEFIT PLAN
$44.9M
HYDRO ALUMINUM METALS USA,LLC
HYDRO ALUMINUM METALS USA SAVINGS PLAN
$45.9M · 235 participants
BOARD OF TRUSTEES, KAISER ALUMINUM SALARIED
KAISER ALUMINUM SALARIED RETIREES VEBA PLAN
$42.9M
SILGAN CONTAINERS MANUFACTURING CORPORATION
SILGAN CONTAINERS EMPLOYEES' RETIREMENT SAVINGS PLAN - UNION
$42.7M · 699 participants
HYDRO EXTRUSION USA, LLC
HYDRO EXTRUSION USA, LLC PENSION PLAN
$48.5M · 76 participants
SCHUPAN & SONS, INC.
SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN
$40.0M · 539 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants