# Metropolitan Charities, INC. D/B/A Metro Inclusive Health 401(k) Plan
Source: https://planprovider.pro/companies/metropolitan-charities-inc-d-b-a-metro-inclusive-health-401k-plan

> Metropolitan Charities, INC. D/B/A Metro Inclusive Health's 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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