Jeanette Allen signed Metro Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metro Bank's EIN is 62-1372975.
Download the official 2024 Form 5500 (PDF) for Metro Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metro Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAVERLY ADVISORS, LLC | 62-1229657 | — | RIA | $73K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $17.4M | 77.1% | |
| [Assets held in employer securities] | Other | — | — | $4.1M | 18.3% | |
| INSIGHT STABLE VALUE FUND CLASS M BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $466K | 2.1% | |
| [Assets held in common collective trust] | Other | — | — | $466K | 2.1% |
