Metropolitan Corporation 401(k) Plan And Trust
Sponsored by Metropolitan Corp. · EIN 411832140 · Plan #002
- Total assets
- $29.1M
- Net assets
- $29.1M
- Active participants
- 374
- With balances
- 616
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Oak Ridge Financial Services Group, Inc CRD 42941 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Oak Ridge Financial Services | Investment advisory (plan) | $66,680 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $51,576 |