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Original filing (PDF)20250927201755NAL0010215361001
METROPOLITAN ENTERPRISES
Form 5500
FILING_RECEIVED
METROPOLITAN ENTERPRISES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
214
Accounts w/ balance
262
Plan assets (EOY)
$23.3M
Net assets (EOY)
$23.3M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METROPOLITAN ENTERPRISES.
Plan sponsor
Name
METROPOLITAN ENTERPRISES
EIN
38-3062222
Address
2122 HEALTH DR SW STE 260 · WYOMING, MI · 495199606
Phone
(616) 252-7115
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-09-27
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HUNGERFORD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 82-3226180 | — | INVESTMENT ADVISORY | $12K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $21K | — |
Investments
22 direct securities· $22.5M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Carillon Eagle Mid Cap Growth Fund | — | — | $0 | $4.2M | 18.2% | |
| Vanguard Growth Index Admiral Fund Shares | — | — | $0 | $2.2M | 9.4% | |
| Vanguard Small-Cap Index Admiral Fund Shares | — | — | $0 | $2.1M | 9.2% | |
| Vanguard Equity-Income Fund Admiral Shares | — | — | $0 | $2.0M | 8.8% | |
| American Funds New World R6 | — | — | $0 | $1.9M | 8.0% | |
| DFA Global Equity I Fund | — | — | $0 | $1.8M | 7.6% | |
| Baird Core Plus Bond I Fund | — | — | $0 | $1.6M | 6.9% | |
| DFA US Targeted Value I Fund | — | — | $0 | $1.2M | 5.2% | |
| Vanguard International Growth Fund Admiral Shares | — | — | $0 | $1.0M | 4.4% | |
| PIMCO Income Institutional Fund | — | — | $0 | $848K | 3.6% | |
| Fixed Income Guaranteed Option | — | — | $0 | $670K | 2.9% | |
| Vanguard Mid-Cap Index Admiral Fund Shares | — | — | $0 | $648K | 2.8% | |
| Fidelity International Index Fund | — | — | $0 | $621K | 2.7% | |
| Vanguard Target Retirement 2035 Investor Fund Shares | — | — | $0 | $458K | 2.0% | |
| Vanguard Target Retirement 2040 Investor Fund Shares | — | — | $0 | $410K | 1.8% | |
| MFS Mid Cap Value R6 Fund | — | — | $0 | $363K | 1.6% | |
| Vanguard Target Retirement 2055 Investor Fund Shares | — | — | $0 | $147K | 0.6% | |
| Vanguard Target Retirement 2045 Investor Fund Shares | — | — | $0 | $141K | 0.6% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | $0 | $107K | 0.5% | |
| Schwab S&P 500 Index Fund | — | — | $0 | $9K | <0.1% | |
| Victory Triv Intl Small Cap R6 fund | — | — | $0 | $645 | <0.1% | |
| Participant loans | — | — | $0 | $645 | <0.1% |
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