Metro Bank 401(k)plan
Sponsored by Metro Bank · EIN 621372975 · Plan #001
- Total assets
- $22.6M
- Net assets
- $22.6M
- Active participants
- 146
- With balances
- 184
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Waverly Advisors, Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $73,453 |