Plan Snapshot
- Plan Sponsor: Metropolitan Pediatrics, LLC
- Sponsor EIN: 931274355
- Sponsor Address: 200 SW MARKET STREET, PORTLAND, OR, 97201
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 366
- Total Assets: $49.4M
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. |
|---|---|---|---|---|
| 2025 | 366 | $49.4M | $0 | $0 |
| 2024 | 243 | $42.6M | $1.7M | $1.7M |
| 2023 | 225 | $35.5M | $1.5M | $1.6M |
| 2022 | 201 | $31.5M | $1.3M | $1.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | Recordkeeper | $58,988 | — | $58,988 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $29,453 | — | $29,453 |
| PREMIER RETIREMENT SERVICES, INC. | Recordkeeper | $17,442 | $9,999 | $27,441 |
| TPG FINANCIAL | Investment Advisor | $19,002 | — | $19,002 |
| BAKER TILLY US, LLP | Auditor | $17,250 | — | $17,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,134
- Estimated Expense Ratio: 0.308% 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 |
|---|---|---|---|---|---|
| 2025 | $4,209,524 | — | $134,928 | — | — |
| 2024 | $84,116 | — | $84,116 | — | — |
| 2023 | $65,055 | — | $65,055 | — | — |
| 2022 | $61,789 | — | $61,789 | — | — |