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Original filing (PDF)20251011054023NAL0019487010001
METROSTAR SYSTEMS, LLC
Form 5500
FILING_RECEIVED
METROSTAR SYSTEMS 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
451
Accounts w/ balance
484
Plan assets (EOY)
$30.9M
Net assets (EOY)
$30.9M
How this plan invests
This plan
28 pooled trusts
Schedule D
62 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 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 METROSTAR SYSTEMS, LLC.
Plan sponsor
Name
METROSTAR SYSTEMS, LLC
EIN
54-1954547
Address
1856 OLD RESTON AVENUE · SUITE 100 · RESTON, VA · 201903330
Phone
(703) 481-9581
Industry
Professional & Technical Servicessee 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
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CST GROUP CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $54K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $60K | — |
Investments
33 direct securities · 28 pooled funds· $53.0M(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.
Common Collective Trust
$24.9M
28 holdings
Uncategorized
$19.6M
24 holdings
Common Collective Trusts
$6.3M
6 holdings
Registered Investment Companies
$2.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Wilmington Trust flexPATH Index Moderate 2045 Fund | — | — | — | $6.7M | 21.6% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $6.7M | 21.6% | |
| Wilmington Trust flexPATH Index Moderate 2055 Fund | — | — | — | $3.9M | 12.8% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $3.9M | 12.8% | |
| FLEXPATH IDX MOD 2035 R1 | Common Collective Trusts | — | — | $3.3M | 10.6% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $3.3M | 10.6% | |
| STABLE VALUE FUND - I1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.4M | 7.8% | |
| Wilmington Trust flexPATH Index Moderate Retirement Fund | — | — | — | $2.3M | 7.6% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $2.3M | 7.6% | |
| BLACKROCK EQ INDEX 1 | Common Collective Trusts | — | — | $2.2M | 7.0% | |
| BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.2M | 7.0% | |
| Vanguard Equity Income Fund | Registered Investment Companies | — | — | $1.5M | 5.0% | |
| Fidelity Investments Fidelity Mid-Cap Index Fund | — | — | — | $1.5M | 4.9% | |
| Fidelity Investments Fidelity Small-Cap Index Fund | — | — | — | $1.1M | 3.5% | |
| Wilmington Trust flexPATH Index Aggressive 2055 Fund | — | — | — | $944K | 3.1% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $944K | 3.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $672K | 2.2% | |
| American Funds American Funds New Perspective Fund | — | — | — | $672K | 2.2% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $552K | 1.8% | |
| BlackRock High Yield Bond Portfolio | — | — | — | $405K | 1.3% | |
| Wilmington Trust Small-Cap Value Fund II | — | — | — | $367K | 1.2% | |
| SM CAP VALUE II I1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $367K | 1.2% | |
| FLEXPATH IDX AGG 2045 R1 | Common Collective Trusts | — | — | $258K | 0.8% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $258K | 0.8% | |
| BLACKROCK US DEBT IDX 1 | Common Collective Trusts | — | — | $252K | 0.8% | |
| BLACKROCK US DEBT IDX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $252K | 0.8% | |
| MID CAP GR I1 | Common Collective Trusts | — | — | $242K | 0.8% | |
| MID CAP GR I1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $242K | 0.8% | |
| various dates through December 2029. | — | — | — | $239K | 0.8% | |
| Wilmington Trust BlackRock EAFE Equity Index Fund | — | — | — | $237K | 0.8% | |
| BLACKROCK EAFE EQ IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $237K | 0.8% | |
| American Funds American Funds New World Fund | — | — | — | $235K | 0.8% | |
| Wilmington Trust flexPATH Index Aggressive 2065 Fund | — | — | — | $179K | 0.6% | |
| FLEXPATH IDX AGG 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $179K | 0.6% | |
| MID CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $176K | 0.6% | |
| INTERNATIONAL EQUITY I1 WILMINGTON TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $173K | 0.6% | |
| Wilmington Trust flexPATH Index Conservative 2045 Fund | — | — | — | $169K | 0.5% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $169K | 0.5% | |
| Wilmington Trust flexPATH Index Aggressive Retirement Fund | — | — | — | $156K | 0.5% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $156K | 0.5% | |
| Wilmington Trust Small-Cap Growth Fund | — | — | — | $143K | 0.5% | |
| Wilmington Trust flexPATH Index Moderate 2065 Fund | — | — | — | $123K | 0.4% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $123K | 0.4% | |
| BLACKROCK STRATEGICGLOBLBOND K | Registered Investment Companies | — | — | $78K | 0.3% | |
| FLEXPATH IDX MOD 2065 R1 | Common Collective Trusts | — | — | $77K | 0.2% | |
| FLEXPATH IDX MOD 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $77K | 0.2% | |
| Wilmington Trust flexPATH Index Aggressive 2035 Fund | — | — | — | $74K | 0.2% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $74K | 0.2% | |
| CORE PLUS BOND FD - I1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $44K | 0.1% | |
| Wilmington Trust flexPATH Index Conservative 2055 Fund | — | — | — | $21K | <0.1% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $21K | <0.1% | |
| Wilmington Trust flexPATH Index Conservative 2065 Fund | — | — | — | $14K | <0.1% | |
| FLEXPATH IDX CON 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271378 / PN 761 | Common Collective Trust | — | — | $14K | <0.1% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $12K | <0.1% | |
| Wilmington Trust flexPATH Index Conservative 2035 Fund | — | — | — | $12K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2025 - R1 WILMINGTON TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% |
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