How big is Metropolitan Area Agency on Aging Inc.'s plan?

Metropolitan Area Agency on Aging Inc.'s plan reported $11.8M in assets and 90 participants for 2024.

Original filing (PDF)20251013141701NAL0002165824001

Metropolitan Area Agency on Aging Inc.

Name: Metropolitan Area Agency on Aging Inc. — Form 5500 Plan 002 (2024)
Creator: Metropolitan Area Agency on Aging Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Trellis

403(b) retirement plan · Metropolitan Area Agency on Aging Inc.'s 403(b) Thrift Plan for Trellis held $11.8M in plan assets for 90 participants in 2024, with Mutual of America as recordkeeper.

Active participants

Accounts w/ balance

186

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

People on this filing

Michael Frazho signed Metropolitan Area Agency on Aging Inc.'s 2024 Form 5500 as plan administrator.

Michael Frazho — 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 Area Agency on Aging Inc.'s EIN is 41-1774247.

EIN 41-1774247

Plan number 002

Plan year 2024

ACK ID 20251013141701NAL0002165824001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Metropolitan Area Agency on Aging Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Metropolitan Area Agency on Aging Inc.'s plan includes automatic enrollment, a default investment (QDIA), a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for METROPOLITAN AREA AGENCY ON AGING INC.

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How this plan invests

This plan

1 pooled trust

Schedule D

47 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

METROPOLITAN AREA AGENCY ON AGING INC

EIN

all filings

Address

3001 BROADWAY STREET NE SUITE 170 · MINNEAPOLIS, MN · 55413

Phone

(651) 917-4631

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

ABDO LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$2K	—

Investments

47 direct securities · 1 pooled fund· $23.0M(100% 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.

Pooled Separate Account

$11.2M

1 holding

Pooled Separate Accounts

$11.2M

46 holdings

Common Stocks

$614K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$11.2M	94.8%
Mutual of America 2050 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$1.7M	14.4%
Mutual of America 2030 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$881K	7.5%
Mutual of America Equity Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$826K	7.0%
Mutual of America 2045 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$744K	6.3%
Mutual of America 2035 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$672K	5.7%
Mutual of America 2055 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$632K	5.4%
Mutual of America Interest Accumulation Insurance co. general account	Common Stocks	—	—	$614K	5.2%
Mutual of America Mid-Cap Equity Index Pooled separate account	Pooled Separate Accounts	—	—	$584K	5.0%
Fidelity VIP Contrafund Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$554K	4.7%
Mutual of America 2040 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$451K	3.8%
Mutual of America 2025 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$407K	3.4%
Mutual of America 2060 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$405K	3.4%
Calvert VP SRI Balanced Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$379K	3.2%
Fidelity VIP Equity-Income Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$371K	3.1%
Mutual of America Moderate Allocation Pooled separate account	Pooled Separate Accounts	—	—	$326K	2.8%
Vanguard VIF Diversified Value Port. Pooled separate account	Pooled Separate Accounts	—	—	$261K	2.2%
Deutsche VSI Capital Growth VIP Pooled separate account	Pooled Separate Accounts	—	—	$200K	1.7%
T. Rowe Price Bluch Chip Growth Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$194K	1.7%
Vanguard VIF International Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$189K	1.6%
Mutual of America 2020 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$133K	1.1%
American Century VP Capital Appreciation Pooled separate account	Pooled Separate Accounts	—	—	$123K	1.0%
Mutual of America Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$116K	1.0%
Mutual of America All America Fund Pooled separate account	Pooled Separate Accounts	—	—	$100K	0.8%
Vanguard Total Bond Mkt I Prt Pooled separate account	Pooled Separate Accounts	—	—	$86K	0.7%
Mutual of America Conservative Allocation Pooled separate account	Pooled Separate Accounts	—	—	$78K	0.7%
Mutual of America Aggressive Allocation Pooled separate account	Pooled Separate Accounts	—	—	$74K	0.6%
Mutual of America Money Market Fund Pooled separate account	Pooled Separate Accounts	—	—	$68K	0.6%
Mutual of America Small Cap Equity Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$64K	0.5%
Mutual of America Small Cap Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$62K	0.5%
Mutual of America Mid Cap Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$55K	0.5%
Mutual of America 2065 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$50K	0.4%
Mutual of America International Fund Pooled separate account	Pooled Separate Accounts	—	—	$47K	0.4%
Fidelity VIP Mid Cap Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$47K	0.4%
Vanguard VIF REIT Index Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$41K	0.3%
PIMCO VIT Real Return Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$37K	0.3%
Goldman Sachs VIT US Equity Insights Pooled separate account	Pooled Separate Accounts	—	—	$31K	0.3%
Invesco V.I. Main Street Fund Pooled separate account	Pooled Separate Accounts	—	—	$30K	0.3%
Goldman Sachs VIT Small cap Eq Insights Pooled separate account	Pooled Separate Accounts	—	—	$29K	0.2%
Mutual of America Small Cap Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$29K	0.2%
American Funds IS New World Fund Pooled separate account	Pooled Separate Accounts	—	—	$23K	0.2%
MFS VIT III Mid Cap Value Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$23K	0.2%
Fidelity VIP Asset Manager Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$17K	0.1%
Mutual of America Composite Fund Pooled separate account	Pooled Separate Accounts	—	—	$14K	0.1%
Mutual of America Retirement Income Fund Pooled separate account	Pooled Separate Accounts	—	—	$12K	0.1%
Delaware VIP Small Cap Value Series Pooled separate account	Pooled Separate Accounts	—	—	$8K	<0.1%
Victory RS Small Cap Growth Equity VP Pooled separate account	Pooled Separate Accounts	—	—	$5K	<0.1%
Mutual of America Intermediate Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%