AUMdb

Metro Ila Individual Account Retirement Plan

Sponsored by Board Of Trustees Metro Ila Individual Account Retirement Plan · EIN 223525303 · Plan #001

Total assets
$278M
Net assets
$278M
Active participants
1,326
With balances
1,284

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Jerome Brancato Employee (plan), Direct payment from the plan $105,036
George Bueno Employee (plan), Direct payment from the plan $46,279
Andrew Cross Employee (plan), Direct payment from the plan $35,565
Tracey Biondi Employee (plan), Direct payment from the plan $27,785
Weaver & Tidwell, Llp Accounting, Direct payment from the plan $22,000
Medicus It, Llc Consulting (general), Investment management fees (direct) $10,094
Robert Bogucki Legal, Direct payment from the plan $9,308