Metronational Corporation Retirement Savings Plan — Form 5500 plan (Metro National Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Metronational Corporation Retirement Savings Plan is a benefit plan reported by Metro National Corporation under EIN 74-1949563 and plan number 002. The latest loaded filing year is 2023. The filing reports 342 participants and $32,955,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metro National Corporation
- EIN
- 74-1949563
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $32,955,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20240830104016NAL0014805265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,955,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,955,358
- Net assets (BOY)
- $28,711,875
Income & contributions
- Employer contributions
- $1,042,642
- Participant contributions
- $1,624,924
- Total contributions
- $3,292,490
- Total income / additions
- $8,021,474
Expenses & distributions
- Benefits paid
- $3,716,313
- Administrative expenses
- $59,168
- Total expenses
- $3,777,991
- Net increase / (decrease)
- $4,243,483
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $37,625 | $0 | 2023 |
| Legacy Asset Management Inc | ADVISOR | $14,694 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,849 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metro National Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Fidelity Investments Institutional — Schedule C compensation
- Legacy Asset Management Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation