Montrose Auto Group 401(k) Retirement Savings Plan
Sponsored by Mta Investments, Inc. · EIN 592738546 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.4M
- Active participants
- 306
- With balances
- 348
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Symphony Financial Services, Inc. CRD 125058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Symphony Financial Services Inc | Investment advisory (plan) | $85,127 |
| Empower Annuity Insurance Co | Recordkeeping fees | $27,416 |
| Farmers Trust Compamy Dba National | Contract administrator | $20,451 |