Original filing (PDF)20251013083756NAL0001515200001

Metropolitan Ministries, Inc.

Name: Metropolitan Ministries, Inc. — Metropolitan, Form 5500 (2024)
Creator: Metropolitan Ministries, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Metropolitan Ministries, Inc. 401(k) Plan

401(k) retirement plan · Metropolitan Ministries, Inc.'s Metropolitan Ministries, Inc. 401(k) Plan held $8.3M in plan assets for 302 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsPossibly inadequate fidelity bond

Active participants

302

Accounts w/ balance

202

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

How this plan invests

This plan

2 pooled trusts

Schedule D

24 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 92K (7% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Decision-maker contacts

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

Plan sponsor

Name

METROPOLITAN MINISTRIES, INC

EIN

59-1477007all filings

Address

2002 NORTH FLORIDA AVENUE · TAMPA, FL · 33602

Phone

(813) 209-1082

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

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$30K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS LLC

Investments

24 direct securities · 2 pooled funds· $8.3M(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.

Other securities

$5.3M

17 holdings

Mutual Funds

$1.8M

5 holdings

Common Collective Trusts

$718K

1 holding

Common Collective Trust

$423K

2 holdings

Bonds / Notes

$151K

1 holding

					% of plan
JPMorgan SmartRetirement 2030 R6 Mutual Fund	Other securities	—	—	$971K	11.7%
JPMorgan SmartRetirement 2040 R6 Mutual Fund	Other securities	—	—	$895K	10.8%
Putnam Large Cap Value R6 Mutual Fund	Mutual Funds	—	—	$769K	9.2%
State Street Equity 500 Index K Mutual Fund	Common Collective Trusts	—	—	$718K	8.6%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$676K	8.1%
JPMorgan SmartRetirement 2035 R6 Mutual Fund	Other securities	—	—	$395K	4.8%
Putnam Dynamic Asset Alloc Growth R6 Mutual Fund	Mutual Funds	—	—	$394K	4.7%
Pioneer Bond A Mutual Fund	Other securities	—	—	$375K	4.5%
SSGA RUSSELL SMALL CAP INDEX FD CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 180	Common Collective Trust	—	—	$333K	4.0%
JPMorgan SmartRetirement 2025 R6 Mutual Fund	Other securities	—	—	$268K	3.2%
JPMorgan SmartRetirement 2045 R6 Mutual Fund	Other securities	—	—	$267K	3.2%
JPMorgan SmartRetirement 2050 R6 Mutual Fund	Other securities	—	—	$265K	3.2%
T.Rowe Price Overseas Stock Mutual Fund	Other securities	—	—	$253K	3.0%
DFA Emerging Markets I Mutual Fund	Mutual Funds	—	—	$238K	2.9%
Invesco Global Y Mutual Fund	Mutual Funds	—	—	$224K	2.7%
Victory Sycamore Established Value R6 Mutual Fund	Other securities	—	—	$164K	2.0%
PGIM High-Yield R6 Mutual Fund	Other securities	—	—	$159K	1.9%
JPMorgan SmartRetirement 2060 R6 Mutual Fund	Other securities	—	—	$156K	1.9%
Participant loans Interest at 4.25% to 9.50% -0-	Bonds / Notes	—	—	$151K	1.8%
JPMorgan SmartRetirement 2055 R6 Mutual Fund	Other securities	—	—	$150K	1.8%
Putnam Dynamic Asset Alloc Bal R6 Mutual Fund	Mutual Funds	—	—	$137K	1.7%
Carillon Eagle Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$121K	1.5%
Federated Hermes Govt Obl Advisor Mutual Fund	Other securities	—	—	$116K	1.4%
SSGA SANDP MIDCAP INDEX FUND CLASS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 176	Common Collective Trust	—	—	$90K	1.1%
JPMorgan SmartRetirement Income R6 Mutual Fund	Other securities	—	—	$21K	0.3%
JPMorgan SmartRetirement 2020 R6 Mutual Fund	Other securities	—	—	$11K	0.1%