Back to filter
Original filing (PDF)20251013121105NAL0001905504001
METRO MONTESSORI LLC
Form 5500
FILING_RECEIVED
METRO 401(K) PLAN
401(k) retirement plan
Signals · 1
~104 bps in Sched C fees
Active participants
139
Accounts w/ balance
102
Plan assets (EOY)
$993K
Net assets (EOY)
$993K
How this plan invests
This plan
13 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (104 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METRO MONTESSORI LLC.
Plan sponsor
Name
METRO MONTESSORI LLC
EIN
20-3463359
Address
11820 PARKLAWN DRIVE · SUITE 230 · ROCKVILLE, MD · 20852
Phone
(301) 230-0901
Industry
Educational Servicessee 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GROSSBERG COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC | 13-3036745 | — | RECORDKEEPER | $10K | — |
Investments
15 direct securities · 13 pooled funds· $990K(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$989K
15 holdings
Pooled Separate Account
$1K
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2055 - | — | — | — | $174K | 17.6% | |
| Nuveen Lifecycle Index 2035 - | — | — | — | $136K | 13.7% | |
| Nuveen Lifecycle Index 2040 - | — | — | — | $134K | 13.5% | |
| Nuveen Lifecycle Index 2020 - | — | — | — | $130K | 13.1% | |
| Nuveen Lifecycle Index 2050 - | — | — | — | $109K | 11.0% | |
| Nuveen Lifecycle Index 2045 - | — | — | — | $81K | 8.2% | |
| Nuveen Lifecycle Index 2025 - | — | — | — | $74K | 7.4% | |
| Nuveen Lifecycle Index 2060 - | — | — | — | $60K | 6.1% | |
| Nuveen Lifecycle Index 2030 - | — | — | — | $48K | 4.9% | |
| Nuveen Lifecycle Index 2065 - | — | — | — | $28K | 2.8% | |
| PIMCO International Bond - | — | — | — | $3K | 0.3% | |
| Vanguard Mid-Cap Index Fund- Admiral - | — | — | — | $3K | 0.3% | |
| Individual participants Participant notes; Interest rate of 10½%, collateralized by participant's account balance - | — | — | — | $3K | 0.3% | |
| Vanguard Explorer Fund - Admiral - | — | — | — | $2K | 0.2% | |
| Fidelity 500 Index Fund - | — | — | — | $2K | 0.2% | |
| AB LARGE CAP GROWTH A JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $759 | <0.1% | |
| PRN MID CAP VALUE FUND I- R6 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $369 | <0.1% | |
| T ROWE PRICE OVERSEAS STOCK JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $247 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2065 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2060 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2055 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2050 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2045 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2040 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2035 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2030 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2025 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2020 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Related plans
Other plans using ADP, INC
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Educational Services plans
THE NEST SCHOOLS, INC.
THE NEST SCHOOLS, INC. 401(K) PLAN
$992K · 298 participants
CALVARY CHRISTIAN SCHOOL
CALVARY CHRISTIAN SCHOOL 401(K) PLAN
$992K · 92 participants
CARME, LLC DBA PAUL MITCHELL THE SCHOOL DELAWARE
PAUL MITCHELL THE SCHOOL DELAWARE 401(K) PLAN
$993K · 10 participants
PRINCETON HOUSE CHARTER SCHOOL
PRINCETON HOUSE CHARTER SCHOOL 401(K) PLAN
$992K · 58 participants
THE TIMMERMAN SCHOOL, INC.
THE TIMMERMAN SCHOOL EMPLOYEES PROFIT SHARING PLAN
$994K · 65 participants
UMKC FOUNDATION
UMKC FOUNDATION 403(B) PLAN
$994K · 23 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B