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Original filing (PDF)20231019151821NAL0000577777001
MTC LOGISTICS, INC.
Form 5500
FILING_RECEIVED
MTC LOGISTICS, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
Late filing · 1.7 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
93
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.7 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MTC LOGISTICS, INC..
Plan sponsor
Name
MTC LOGISTICS, INC.
EIN
52-0411970
Address
4851 HOLLABIRD AVENUE · BALTIMORE, MD · 21224
Phone
(410) 342-9300
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-10-12
Filed
2023-10-19
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INS COMP | — | SPRINGFIELD, MA | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES INC | — | CHICAGO, IL | CONTRACT ADMIN | $14K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $1K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $370 | — |
Investments
5 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MY RETIREMENT PATH MODERATE 2055 R AST WILMINGTON TRUST · EIN 38-4116824 / PN 498 | Common Collective Trust | $0 | — |
| MY RETIREMENT PATH MODERATE RET R AST WILMINGTON TRUST · EIN 38-4097346 / PN 494 | Common Collective Trust | $0 | — |
| MY RETIREMENT PATH MODERATE 2045 R AST WILMINGTON TRUST · EIN 38-4116823 / PN 497 | Common Collective Trust | $0 | — |
| MY RETIREMENT PATH MODERATE 2035 R AST WILMINGTON TRUST · EIN 38-4116822 / PN 496 | Common Collective Trust | $0 | — |
| MY RETIREMENT PATH MODERATE 2025 R AST WILMINGTON TRUST · EIN 38-4097347 / PN 495 | Common Collective Trust | $0 | — |