Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
METRO SERVICES
EIN 91-1879229financial servicesLatest filing 2024
Plans
2
Retirement
2
$14.8M assets
Welfare
0
Participants
493
1615 BROADWAY, THIRD FLOOR - OAKLAND, CA 94612415-722-5501sdmetrotaxes.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.8M assets / 493 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
METRO SERVICES 401(K) PROFIT SHARING PLAN
401k
Assets$11.2M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
METRO SERVICES ENGINEER UNION 401(K) PLAN
ProfitSharing
Assets$3.6M
Participants353
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 | METRO SERVICES 401(K) PROFIT SHARING PLAN | 401k | $11.2M | 140 | 2024 | |
| 002 | METRO SERVICES ENGINEER UNION 401(K) PLAN | ProfitSharing | $3.6M | 353 | 2024 |
Retirement plans