Original filing (PDF)20250609110732NAL0013967265001

THE METROPOLITAN AGENCY, LLC

Name: THE METROPOLITAN AGENCY, LLC — METROPOLITAN RISK ADVISORY 401(K) PLAN, Form 5500 (2024)
Creator: THE METROPOLITAN AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

METROPOLITAN RISK ADVISORY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE METROPOLITAN AGENCY, LLC.

Plan sponsor

Name

THE METROPOLITAN AGENCY, LLC

EIN

13-4131740

Address

1 BRIDGE ST · STE 140 · IRVINGTON, NY · 10533

Phone

(914) 357-8451

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MERIDIAN BENEFITS CONSULTING GROUP

MERIDIAN BENEFITS CONSULTING GROUP 401(K) PLAN

$1.2M · 5 participants

BAKER INSURANCE SERVICES, LLC

JOHNNY BAKER INSURANCE PROFIT SHARING PLAN

$1.2M · 1 participants

ROBERT P BRADY AGENCY INC

ROBERT P BRADY AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 11 participants

KILE LOVELL DENTAL LLC

KILE LOVELL DENTAL LLC 401(K) PROFIT SHARING PLAN AND TRUST

$1.1M · 25 participants

LUSO-AMERICAN FINANCIAL A FRAT