Mta Investments, Inc. 401(k) Plan: Login, Facts & Contact Information

Mta Investments, Inc. 401(k) Plan Facts

Plan name
MONTROSE AUTO GROUP 401(K) RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MTA INVESTMENTS, INC.
Participants
376 (306 active employees)
Plan assets
$10,450,190 at Dec 31, 2024
Average account balance
$30,029 across 348 accounts
Recordkeeper
Empower Annuity Insurance Co
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 1, 1999
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.19 million went into the plan in contributions.
  • $631,813 was paid out to participants.
  • Investment and other income added $1.10 million.
  • Administrative expenses were $119,200, about $343 per account.

How the Mta Investments, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019634$7.52 million—$698,679
2020446$7.60 million—$1.47 million
2021384$7.98 million—$1.41 million
2022388$7.53 million—$663,285
2023494$8.96 million—$807,434
2024376$10.5 million—$631,813

Mta Investments, Inc. 401(k) Contact Information

Phone
330-618-7255
Mailing address
3960 MEDINA ROAD, AKRON OH 44333
Plan sponsor
MTA INVESTMENTS, INC.
Employer identification number (EIN)
59-2738546
Plan number
001

Questions about the Mta Investments, Inc. 401(k)

Does Mta Investments, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Mta Investments, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Mta Investments, Inc 401(k) plan?

376 participants at the start of plan year 2024, 306 of them active employees.

What is the average 401(k) balance at Mta Investments, Inc?

About $30,029 per account: $10.5 million in plan assets across 348 accounts with a balance at the end of plan year 2024.

Who manages the Mta Investments, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE CO) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Mta Investments, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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