# Metro Montessori LLC 401(k) Plan
Source: https://planprovider.pro/companies/metro-montessori-llc-401k-plan

> Metro Montessori LLC's 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Metro Montessori LLC

- **Sponsor EIN:** 203463359

- **Sponsor Address:** 11820 PARKLAWN DRIVE, ROCKVILLE, MD, 20852

- **Plan Type:** 401(k)

- **Total Participants:** 139

- **Total Assets:** $992,545

## 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|139|$992,545|$493|$161,020|

| 2023|133|$821,267|$0|$129,963|

| 2022|120|$649,830|$0|$129,344|

## 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|

| GROSSBERG COMPANY, LLP|Auditor|$10,360|—|$10,360|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GROSSBERG COMPANY, LLP](https://planprovider.pro/provider/grossberg-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,360

- **Estimated Expense Ratio:** 1.044% of plan assets

### 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|$10,360|—|—|$10,360|—|

| 2023|$7,638|—|—|—|—|

| 2022|$11,073|$11,073|—|—|—|

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