Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
METROPOLITAN PLANNING GROUP
EIN 20-5205208Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
126
51 E. CAMPBELL AVE. #1247 - CAMPBELL, CA 95009408-340-5642
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.1M assets / 126 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
METROPOLITAN PLANNING GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$7.2M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
METROPOLITAN PLANNING GROUP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.9M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | METROPOLITAN PLANNING GROUP 401(K) PROFIT SHARING PLAN | 401k | $7.2M | 74 | 2025 | |
| 002 | METROPOLITAN PLANNING GROUP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.9M | 52 | 2025 |
Retirement plans