Original filing (PDF)20250903100127NAL0025819856001

METROPOLITAN CAPITAL TAX & WEALT

Name: METROPOLITAN CAPITAL TAX & WEALT — METROPOLITAN CAPITAL TAX & WEALTH MGMT CODA PLAN, Form 5500 (2024)
Creator: METROPOLITAN CAPITAL TAX & WEALT

Form 5500-SF

FILING_RECEIVED

METROPOLITAN CAPITAL TAX & WEALTH MGMT CODA PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 METROPOLITAN CAPITAL TAX & WEALT.

Plan sponsor

Name

METROPOLITAN CAPITAL TAX & WEALT

EIN