Plan Snapshot
- Plan Sponsor: Metro Corp.
- Sponsor EIN: 232230668
- Sponsor Address: P.O. BOX 40059, PHILADELPHIA, PA, 19106
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 81 | $10.6M | $380 | $354,135 |
| 2023 | 85 | $10.4M | $716 | $360,854 |
| 2022 | 95 | $9.0M | $1,485 | $382,552 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $48,690 | $33,340 | $8,682 | — | — |
| 2023 | $35,777 | $23,276 | $10,095 | — | — |
| 2022 | $30,128 | $26,978 | $3,150 | — | — |