How big is MTI Trading Inc.'s plan?

MTI Trading Inc.'s plan reported $829K in assets and 2 participants for 2025.

Original filing (PDF)20260520064135NAL0003013666001

MTI Trading Inc.

Name: MTI Trading Inc. — MTI Trading 401(k) Profit Sharing, Form 5500 (2025)
Creator: MTI Trading Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MTI Trading 401(k) Profit Sharing Plan

401(k) retirement plan · MTI Trading Inc.'s MTI Trading 401(k) Profit Sharing Plan held $829K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$829K

Net assets (EOY)

$829K

People on this filing

SUE Italia signed MTI Trading Inc.'s 2025 Form 5500 as plan administrator.

SUE Italia — 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

MTI Trading Inc.'s EIN is 65-0567568.

EIN 65-0567568

Plan number 001

Plan year 2025

ACK ID 20260520064135NAL0003013666001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for MTI Trading Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

MTI TRADING INC

EIN

all filings

Address

32503 TAMINA ROAD · SUITE 2 · MAGNOLIA, TX · 77354

Phone

(713) 686-8663

Industry

Wholesale Trade

Plan administrator