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Original filing (PDF)20250910140131NAL0044552482001
METROPOLITAN GOLF GROUP, LLC
Form 5500
FILING_RECEIVED
METROPOLITAN GOLF GROUP, LLC 401(K) PS PLAN AND TRUST
401(k) retirement plan
Active participants
222
Accounts w/ balance
114
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 72 bps in Schedule C fees — modestly above peer band of 52 bps.
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METROPOLITAN GOLF GROUP, LLC.
Plan sponsor
Name
METROPOLITAN GOLF GROUP, LLC
EIN
27-3406287
Address
375 FORSGATE DRIVE · MONROE TWP, NJ · 08831
Phone
(732) 656-8948
Industry
Arts, Entertainment, Recreationsee 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
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPLED ADVISORS, INC. | 88-1673202 | — | INVESTMENT/FINANCIAL ADVI | $16K | — |
Investments
26 direct securities · 1 pooled fund· $3.0M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$2.9M
26 holdings
Common Collective Trust
$135K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $316K | 10.4% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $208K | 6.8% | |
| FRANKLIN CORE PLUS BOND ADV 374 REGISTERED INVESTMENT COMPANY FRANKLIN GROWTH OPPS - ADVISOR | Registered Investment Companies | — | — | $202K | 6.6% | |
| INVESCO RISING DIV Y | Registered Investment Companies | — | — | $188K | 6.2% | |
| AMERCENT ONE CHOICE 2035 INV | Registered Investment Companies | — | — | $164K | 5.4% | |
| ISHARES RUSSELL 2000 SM CAP I | Registered Investment Companies | — | — | $160K | 5.3% | |
| VIRTUS NFJ SC VALUE INST | Registered Investment Companies | — | — | $157K | 5.2% | |
| ISHARES RUSSELL MIDCAP INDEX I | Registered Investment Companies | — | — | $155K | 5.1% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $149K | 4.9% | |
| AMERCENT ONE CHOICE RETIRE INV | Registered Investment Companies | — | — | $145K | 4.8% | |
| METLIFE REL ST VAL 25053 - 10 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $135K | 4.4% | |
| AMERCENT ONE CHOICE 2045 INV | Registered Investment Companies | — | — | $124K | 4.1% | |
| AMERCENT ONE CHOICE 2055 INV | Registered Investment Companies | — | — | $119K | 3.9% | |
| BLACKROCK EQ DIV - INSTL | Registered Investment Companies | — | — | $114K | 3.7% | |
| AMERCENT ONE CHOICE 2040 INV | Registered Investment Companies | — | — | $108K | 3.5% | |
| AMERCENT INFL ADJ BOND FD INV | Registered Investment Companies | — | — | $97K | 3.2% | |
| FRANKLIN HIGH INCOME FD - ADV 989 REGISTERED INVESTMENT COMPANY NUVEEN REAL EST SECURITIES I | Registered Investment Companies | — | — | $97K | 3.2% | |
| THORNBURG INTL EQUITY - R5 | Registered Investment Companies | — | — | $84K | 2.8% | |
| AMERCENT ONE CHOICE 2025 INV | Registered Investment Companies | — | — | $71K | 2.3% | |
| ISHARES MSCI EAFE INTL INDEX I | Registered Investment Companies | — | — | $64K | 2.1% | |
| AMERCENT ONE CHOICE 2030 INV | Registered Investment Companies | — | — | $62K | 2.0% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $24K | 0.8% | |
| FRANKLIN MUTUAL GLBL DISC Z | Registered Investment Companies | — | — | $23K | 0.7% | |
| VICTORY EMERGING MARKETS Y | Registered Investment Companies | — | — | $21K | 0.7% | |
| COL SELIGMAN TECH AND INFO S | Registered Investment Companies | — | — | $12K | 0.4% | |
| AMERCENT ONE CHOICE 2050 INV | Registered Investment Companies | — | — | $7K | 0.2% | |
| LORD ABBETT DEVELOPING GROW-I | Registered Investment Companies | — | — | $5K | 0.2% |
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