How big is MTC Financial, Inc.'s plan?

MTC Financial, Inc.'s plan reported $6.0M in assets and 86 participants for 2024.

Original filing (PDF)20250825104049NAL0003871987001

MTC Financial, Inc.

Name: MTC Financial, Inc. — MTC Financial, Inc. Trustee, Form 5500 (2024)
Creator: MTC Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MTC Financial, Inc. Trustee Corp. 401(k) Plan

401(k) retirement plan · MTC Financial, Inc.'s MTC Financial, Inc. Trustee Corp. 401(k) Plan held $6.0M in plan assets for 86 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Marianne KAY signed MTC Financial, Inc.'s 2024 Form 5500 as plan administrator.

Marianne KAY — 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

MTC Financial, Inc.'s EIN is 33-0522653.

EIN 33-0522653

Plan number 001

Plan year 2024

ACK ID 20250825104049NAL0003871987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MTC Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MTC Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MTC FINANCIAL, INC..

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Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off