Lemia Marinelli signed Metropolitan Golf Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metropolitan Golf Group, LLC's EIN is 27-3406287.
Download the official 2024 Form 5500 (PDF) for Metropolitan Golf Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metropolitan Golf Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPLED ADVISORS, INC. | 88-1673202 | — |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $16K |
| — |
