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Sponsor portfolio

MT DESIGN GROUP

EIN 20-5072884-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$356K assets
Welfare
0
Participants
24
10794 MONTGOMERY ROAD - CINCINNATI, OH 45242513-791-0600
Plans on this EIN
2 filings
#002401k-$194K - 18 part#001CashBalance-$162K - 6 part

Retirement portfolio analytics

2 plans aggregated / $356K assets / 24 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PROFIT SHARING PLAN (#002)55%
  • CASH BALANCE PLAN (#001)45%
Total $356KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)18
  • CASH BALANCE PLAN (#001)6
Total 24Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MT DESIGN GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$194K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MT DESIGN GROUP CASH BALANCE PLAN

CashBalance

Assets$162K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MT DESIGN GROUP 401(K) PROFIT SHARING PLAN401k$194K182024
001MT DESIGN GROUP CASH BALANCE PLANCashBalance$162K62024
Retirement plans
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