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Original filing (PDF)20250915101250NAL0000627363001
METROPOLITAN CORP.
Form 5500
FILING_RECEIVED
METROPOLITAN CORPORATION 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
16% employer stock
Active participants
374
Accounts w/ balance
616
Plan assets (EOY)
$29.1M
Net assets (EOY)
$29.1M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
88
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 16% of plan in employer / sponsor stock.
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METROPOLITAN CORP..
Plan sponsor
Name
METROPOLITAN CORP.
EIN
41-1832140
Address
4350 BAKER RD. · SUITE 230 · MINNETONKA, MN · 55343
Phone
(952) 893-1277
Industry
Retail Tradesee all
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
2025-09-15
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BOMBERG HANSON & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE OAK RIDGE FINANCIAL SERVICES | 41-1868775 | — | ADVISOR | $67K | — |
Investments
31 direct securities · 1 pooled fund· $29.1M(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.
Uncategorized
$28.2M
31 holdings
Common Collective Trust
$899K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity BrokerageLink Common Stock, Mutual Funds, | — | — | — | $4.6M | 15.9% | |
| iShares S&P 500 Index Fund Institutional Mutual Fund | — | — | — | $4.1M | 14.2% | |
| The Hartford Equity Income Fund R6 Mutual Fund | — | — | — | $3.0M | 10.2% | |
| Fidelity Freedom 2035 Fund K6 Mutual Fund | — | — | — | $1.8M | 6.1% | |
| Fidelity Freedom 2030 Fund K6 Mutual Fund | — | — | — | $1.4M | 4.8% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $1.3M | 4.5% | |
| Vanguard Commodity Strategy Fund Adm Mutual Fund ** 232 Vanguard Dividend Appreciation Index Fund Adm Mutual Fund | — | — | — | $1.3M | 4.3% | |
| Fidelity Freedom 2040 Fund K6 Mutual Fund | — | — | — | $1.2M | 4.0% | |
| Invesco Equity and Income Fund R6 Mutual Fund | — | — | — | $920K | 3.2% | |
| Janus Henderson Enterprise Fund N Mutual Fund | — | — | — | $907K | 3.1% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $899K | 3.1% | |
| DFA US Small Cap Value Portfolio Intl Mutual Fund | — | — | — | $845K | 2.9% | |
| American Funds American Mutual Fund R6 Mutual Fund | — | — | — | $742K | 2.5% | |
| Fidelity Freedom 2045 Fund K6 Mutual Fund | — | — | — | $698K | 2.4% | |
| Loomis Sayles Investment Grade Bond Fund N Mutual Fund | — | — | — | $692K | 2.4% | |
| MFS International Equity Fund R6 Mutual Fund | — | — | — | $646K | 2.2% | |
| Fidelity Freedom 2055 Fund K6 Mutual Fund | — | — | — | $596K | 2.0% | |
| American Funds American Balanced Fund R6 Mutual Fund | — | — | — | $515K | 1.8% | |
| Columbia Small Cap Index Fund Instl 2 Mutual Fund | — | — | — | $504K | 1.7% | |
| Fidelity Freedom 2050 Fund K6 Mutual Fund | — | — | — | $355K | 1.2% | |
| Fidelity Freedom 2065 Fund K6 Mutual Fund | — | — | — | $351K | 1.2% | |
| Fidelity Freedom 2060 Fund K6 Mutual Fund | — | — | — | $336K | 1.2% | |
| Participant loans Interest rates of 4.25 % - 7.25% - | — | — | — | $303K | 1.0% | |
| Dodge & Cox Income Fund X Mutual Fund | — | — | — | $297K | 1.0% | |
| Fidelity Freedom 2020 Fund K6 Mutual Fund | — | — | — | $289K | 1.0% | |
| Fidelity Government Money Market Fund K6 Money Market | — | — | — | $224K | 0.8% | |
| Fidelity Freedom 2025 Fund K6 Mutual Fund | — | — | — | $151K | 0.5% | |
| Fidelity Freedom 2010 Fund K6 Mutual Fund | — | — | — | $139K | 0.5% | |
| Fidelity Freedom Income Fund K6 Mutual Fund | — | — | — | $41K | 0.1% | |
| Fidelity Freedom 2015 Fund K6 Mutual Fund | — | — | — | $20K | <0.1% | |
| Fidelity Freedom 2070 Fund K6 Mutual Fund | — | — | — | $6K | <0.1% | |
| First Eagle Gold Fund I Mutual Fund | — | — | — | $1K | <0.1% |
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