Metronational Corporation Retirement Savings Plan
Sponsored by Metro National Corporation · EIN 741949563 · Plan #002
- Total assets
- $38.0M
- Net assets
- $38.0M
- Active participants
- 363
- With balances
- 389
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 |
|---|---|---|
| Legacy Wealth Management Inc CRD 108619 | fuzzy_auto · 95% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $44,146 |
| Legacy Asset Management Inc | Investment advisory (plan) | $15,084 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,649 |