Steve Bentz signed Metro Fire Equipment's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metro Fire Equipment's EIN is 86-0634166.
Download the official 2025 Form 5500 (PDF) for Metro Fire Equipment from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Metro Fire Equipment's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | 82-4555287 | IRVINE, CA | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST LOUIS, MO | INVESTMENT ADVISORY | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 17 AMERICAN FUNDS AMERICAN FUNDS GR AND INC PORT | Mutual Funds | — | — | $2.3M | 40.9% | |
| 26 MFS AGGRESSIVE GROWTH ALLOCATION | Mutual Funds | — | — | $504K | 8.8% | |
| 5 AMERICAN FUNDS AMERICAN FUNDS 2035 TRGT DATE RETIRE | Mutual Funds | — | — | $475K | 8.3% | |
| s 1 AMERICAN FUNDS AMER FUNDS MODERATE G/I PORTFOLIO | Mutual Funds | — | — | $415K | 7.3% | |
| 7 AMERICAN FUNDS AMERICAN FUNDS 2045 TRGT DATE RETIRE | Mutual Funds | — | — | $376K | 6.6% | |
| 4 AMERICAN FUNDS AMERICAN FUNDS 2030 TRGT DATE RETIRE | Mutual Funds | — | — | $326K | 5.7% | |
| 8 AMERICAN FUNDS AMERICAN FUNDS 2050 TRGT DATE RETIRE | Mutual Funds | — | — | $280K | 4.9% | |
| 10 AMERICAN FUNDS AMERICAN FUNDS 2060 TARGET DATE RET | Mutual Funds | — | — | $231K | 4.1% | |
| 6 AMERICAN FUNDS AMERICAN FUNDS 2040 TRGT DATE RETIRE | Mutual Funds | — | — | $168K | 3.0% | |
| Participant Loans Plan participants 4.25% - 6.50% Interest Rate - | Bonds / Notes | — | — | $102K | 1.8% | |
| 9 AMERICAN FUNDS AMERICAN FUNDS 2055 TRGT DATE RETIRE | Mutual Funds | — | — | $83K | 1.5% | |
| 13 AMERICAN FUNDS AMERICAN FUNDS AMERICAN MUTUAL | Mutual Funds | — | — | $72K | 1.3% | |
| 2 AMERICAN FUNDS AMERICAN FUNDS 2020 TRGT DATE RETIRE ** 205 3 AMERICAN FUNDS AMERICAN FUNDS 2025 TRGT DATE RETIRE | Mutual Funds | — | — | $71K | 1.3% | |
| 15 AMERICAN FUNDS AMERICAN FUNDS CAPITAL WORLD GR&INC | Mutual Funds | — | — | $53K | 0.9% | |
| 27 MFS CORE EQUITY | Mutual Funds | — | — | $49K | 0.9% | |
| 22 FRANKLIN TEMPLETON FRANKLIN DYNATECH FUND | Mutual Funds | — | — | $45K | 0.8% | |
| PUTNAM ULTRA SHORT DURATION 29 PUTNAM INCOME | Mutual Funds | — | — | $30K | 0.5% | |
| 19 AMERICAN FUNDS AMERICAN FUNDS RETIRE INC PORT-CNSRV | Mutual Funds | — | — | $25K | 0.4% | |
| 23 FRANKLIN TEMPLETON FRANKLIN SMALL CAP VALUE | Mutual Funds | — | — | $18K | 0.3% | |
| 25 JP MORGAN JPMORGAN SMALL CAP GROWTH | Other securities | — | — | $7K | 0.1% | |
| 20 AMERICAN FUNDS AMERICAN FUNDS US GOVT MONEY MARKET ** 523 21 AMERICAN FUNDS AMERICAN FUNDS WASHINGTON MUTUAL | Mutual Funds | — | — | $6K | 0.1% | |
| 28 MFS INTERNATIONAL DIVERSIFICATION | Mutual Funds | — | — | $5K | <0.1% | |
| 18 AMERICAN FUNDS AMERICAN FUNDS NEW WORLD | Mutual Funds | — | — | $5K | <0.1% | |
| 24 INVESCO REAL ESTATE | Mutual Funds | — | — | $2K | <0.1% | |
| 11 AMERICAN FUNDS AMERICAN FUNDS 2065 TARGET DATE FUND | Mutual Funds | — | — | $2K | <0.1% | |
| 16 AMERICAN FUNDS AMERICAN FUNDS EUROPACIFIC GROWTH | Mutual Funds | — | — | $2K | <0.1% | |
| 14 AMERICAN FUNDS AMERICAN FUNDS BOND FUND OF AMER | Mutual Funds | — | — | $2K | <0.1% | |
| 12 AMERICAN FUNDS AMERICAN FUNDS AMERICAN HI-INC | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUNBURST PENSION SERVICES | 90-0288844 | MESA, AZ | CONTRACT ADMINISTRATOR | $2K | — |
