Retirement plan

MTAUSA CORP. 401(K) PLAN

Name: MTAUSA CORP. - MTAUSA CORP. 401(K) PLAN (2025) Form 5500
Creator: MTAUSA CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MTAUSA CORP. 401(K) PLAN, MTAUSA CORP.

MTAUSA CORP.EIN 41-2242797Plan #001PY 2025

501 LIVELY BLVD. - ELK GROVE VILLAGE, IL 60007847-847-5503

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$492K

+28.3% from 2024

Total participants

-30.0% from 2024

Average account balance

$70,232

+46.6% from 2024

Annual return

17.91%

+0.98 pp from 2024

Benchmarks

See 17,167 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort17,167 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$492K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$70K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

350.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.91%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1377

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2J2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$10K

$4820 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.961%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,232

$112,729-37.7%

$98,716-28.9%

$137,256-48.8%

Participation rate

100.0%

74.2%+25.8pp

69.3%+30.7pp

80.0%+20.0pp

Annual return

17.91%

38.48%-20.6pp

31.81%-13.9pp

220.34%-202.4pp

Employer contribution / active EE

$7,118

$2,725+161.2%

$2,279+212.4%

$4,156+71.3%

Participant deferral / active EE

$17,521

$4,640+277.6%

$4,048+332.9%

$6,407+173.5%

Admin fee / account holder

$1,377

$10,129-86.4%

$8,703-84.2%

$12,270-88.8%

MTAUSA CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MTAUSA CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion