How big is Metropolitan Planning Group's plan?

Metropolitan Planning Group's plan reported $6.0M in assets and 45 participants for 2024.

Original filing (PDF)20250602165854NAL0026988434001

Metropolitan Planning Group

Name: Metropolitan Planning Group — Metropolitan Planning, Form 5500 (2024)
Creator: Metropolitan Planning Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Metropolitan Planning Group 401(k) Profit Sharing Plan

401(k) retirement plan · Metropolitan Planning Group's Metropolitan Planning Group 401(k) Profit Sharing Plan held $6.0M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Heather Bradley signed Metropolitan Planning Group's 2024 Form 5500 as plan administrator.

Heather Bradley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Metropolitan Planning Group's EIN is 20-5205208.

EIN 20-5205208

Plan number 001

Plan year 2024

ACK ID 20250602165854NAL0026988434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Metropolitan Planning Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Metropolitan Planning Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for METROPOLITAN PLANNING GROUP.

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Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

METROPOLITAN PLANNING GROUP

EIN

all filings

Address

51 E. CAMPBELL AVE. #1247 · CAMPBELL, CA · 95009

Phone

(408) 340-5642

Industry

Professional & Technical Services

Plan administrator