Plan Snapshot
- Plan Sponsor: Metropolitan Management Group
- Sponsor EIN: 232807918
- Sponsor Address: 2001 STATE HILL ROAD, SUITE 205, WYOMISSING, PA, 19610
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $4.0M
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 | 210 | $4.0M | $221,070 | $1.1M |
| 2023 | 174 | $2.3M | $188,225 | $817,843 |
| 2022 | 149 | $1.2M | $137,736 | $609,312 |
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 |
|---|---|---|---|---|
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS & SHUMAN, P.A. — 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 | $42,561 | — | $37,975 | — | — |
| 2023 | $18,160 | — | $18,158 | — | — |
| 2022 | $12,883 | — | $12,883 | — | — |