AUMdb

Mtc Retirement Plan

Sponsored by Mutual Trading Company, Inc. · EIN 951034280 · Plan #003

Total assets
$42.4M
Net assets
$42.4M
Active participants
768
With balances
675

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Recordkeeping, Participant loan processing, Direct payment from the plan $183,425
Actuarial Benefits Corp Actuarial, Consulting (pension) $0
Morningstar Investment Management Contract administrator, Participant loan processing, Direct payment from the plan $0