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Original filing (PDF)20250612083152NAL0016616161001
METRO IMAGING, LLC
Form 5500
FILING_RECEIVED
METRO IMAGING, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
85
Accounts w/ balance
131
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Brokerage Securities Participant Directed Brokerage Accounts" is 28% of plan.
- 47 bps in Schedule C fees — 62% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METRO IMAGING, LLC.
Plan sponsor
Name
METRO IMAGING, LLC
EIN
43-0620279
Address
1224 FERN RIDGE PARKWAY, SUITE 100 · ST. LOUIS, MO · 63141
Phone
(314) 993-9555
Industry
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
2025-06-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUBINBROWN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCKINGHAM ASSET MANAGEMENT | — | ST. LOUIS, MO | NONE | $36K | — |
| NORTHWESTERN MUTUAL | — | CHESTERFIELD, MO | NONE | $18K | — |
| THE NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $8K | — |
| OPPENHEIMER & CO., INC. | — | ST. LOUIS, MO | NONE | $7K | — |
| THE NEWPORT TRUST COMPANY | 27-4411131 | — | NONE | $5K | — |
Investments
25 direct securities· $15.0M(95% of reported assets)
Uncategorized
$13.3M
24 holdings
Mutual Funds
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Brokerage Securities Participant Directed Brokerage Accounts | — | — | — | $4.2M | 26.9% | |
| Vanguard Total Stock Market Index | Mutual Funds | — | — | $1.7M | 10.6% | |
| DFA U.S. Targeted Value | — | — | — | $1.2M | 7.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $1.1M | 7.3% | |
| Vanguard Intermediate-Term Treasury Index | — | — | — | $1.1M | 6.7% | |
| DFA International Small Cap Value | — | — | — | $786K | 5.0% | |
| Vanguard Developed markets Index | — | — | — | $757K | 4.8% | |
| DFA Short-Term Extended Quality | — | — | — | $544K | 3.5% | |
| DFA Emerging Markets Core Equity | — | — | — | $485K | 3.1% | |
| Vanguard Target Retirement 2045 | — | — | — | $432K | 2.8% | |
| Vanguard Target Retirement 2050 | — | — | — | $429K | 2.7% | |
| Vanguard Federal Money Market | — | — | — | $429K | 2.7% | |
| Vanguard Short Term Inflation-Protected Securities | — | — | — | $384K | 2.4% | |
| Vanguard 500 Index | — | — | — | $364K | 2.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $266K | 1.7% | |
| DFA U.S. Large Cap Value Portfolio III | — | — | — | $252K | 1.6% | |
| Vanguard Small-Cap Index | — | — | — | $132K | 0.8% | |
| Vanguard Target Retirement 2055 | — | — | — | $92K | 0.6% | |
| Vanguard Target Retirement 2035 | — | — | — | $60K | 0.4% | |
| Vanguard Target Retirement 2020 | — | — | — | $53K | 0.3% | |
| Vanguard Mid-Cap Value Index | — | — | — | $52K | 0.3% | |
| Vanguard Growth Index | — | — | — | $48K | 0.3% | |
| Interest-Bearing Cash | — | — | — | $45K | 0.3% | |
| Vanguard Target Retirement 2025 | — | — | — | $29K | 0.2% | |
| DFA Global Real Estate Securities | — | — | — | $28K | 0.2% |
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