Plan Snapshot
- Plan Sponsor: Metropolitan Charities, INC. D/B/A Metro Inclusive Health
- Sponsor EIN: 593153947
- Sponsor Address: 701 94TH AVE. N. SUITE 250, ST. PETERSBURG, FL, 33702
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 170 | $6.2M | $417,278 | $657,658 |
| 2023 | 144 | $5.1M | $349,067 | $631,018 |
| 2022 | 183 | $4.0M | $274,184 | $690,543 |
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 |
|---|---|---|---|---|
| BARTON, GONZALEZ & MYERS, PA | Auditor | — | — | $0 |
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 | $51,659 | $51,659 | — | — | — |
| 2023 | $30,686 | $30,686 | — | — | — |
| 2022 | $34,289 | $34,289 | — | — | — |