# Metz Culinary Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/metz-culinary-management-llc-401k-plan

> Metz Culinary Management, LLC's 401(k) plan: 8,079 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Metz Culinary Management, LLC

- **Sponsor EIN:** 232766461

- **Sponsor Address:** TWO WOODLAND DRIVE, DALLAS, PA, 18612

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

- **Total Participants:** 8,079

- **Total Assets:** $35.1M

## 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|8,079|$35.1M|$337,324|$4.1M|

| 2023|6,436|$30.5M|$300,086|$3.7M|

| 2022|5,435|$24.0M|$300,143|$3.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$82,275|—|$82,275|

| WELLS FARGO CLEARING SERVICES LLC|INVESTMENT ADVISOR|$43,000|—|$43,000|

| PENTEGRA SERVICES INC.|OTHER SERVICES|$8,445|—|$8,445|

| KRONICK KALADA BERDY & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KRONICK KALADA BERDY & CO.](https://planprovider.pro/provider/kronick-kalada-berdy-and-co-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,720

- **Estimated Expense Ratio:** 0.381% 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|$137,785|$47,065|—|—|—|

| 2023|$103,626|—|—|—|—|

| 2022|$154,997|$45,945|$109,052|—|—|

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