Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Met West Funds
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Met West Funds is named as a service provider on the Schedule C of 30 retirement plans with 100 or more participants for plan year 2024, covering 137,405 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.6M. Per plan, the median was $19.20 per participant, with the middle half of plans between $7.17 and $27.88. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (4), Tennessee (3) and Georgia (2).
In 2009 it appeared on 37 such filings; in 2024, 31. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $7.17 | $19.20 | $27.88 |
| Compensation as a share of plan net assets | 0.01% | 0.01% | 0.02% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Mayo Pension Plan | Mayo Clinic | MN | 93,747 | $11.7B | $553K |
| Producer-Writers Guild of America Pension Plan | Board of Directors Producer-Writers Guild of America Pension Plan | CA | 20,228 | $4.42B | $728K |
| Hanford Multi-Employer Pension Plan | Hanford Pension & Savings Plans Committee | WA | 7,714 | $1.22B | $149K |
| The Cooper Companies, Inc. Retirement Income Plan | The Cooper Companies, Inc. | CA | 3,148 | $161M | $11K |
| Pension Plan for Salaried Employees of Stater Bros. Markets | Stater Bros. Markets | CA | 1,677 | $179M | $13K |
| Magic Memories Employee Retirement Plan | Magic Memories USA LLC | CO | 995 | $3.4M | $0 |
| Ashley Furniture Homestore 401(k) Plan | Dufresne Spencer Group Holdings, LLC | TN | 975 | $28.8M | $0 |
| Spokane Methodist Homes, Inc. Employee Retirement Savings Plan | Spokane United Methodist Homes, Inc. | WA | 900 | $15.1M | $0 |
| Endeavor Business Media, Inc. 401(k) Plan | Endeavor Business Media, Inc. | TN | 770 | $35.3M | $0 |
| Painting Industry of Hawaii Annuity Plan | Board of the Trustees of the Painting Industry of Hawaii Annuity Trust | HI | 665 | $112M | $84K |
| United Vein & Vascular Centers 401(k) Plan | Uvc Management, LLC DBA United Vein & Vascular Centers | FL | 587 | $7.5M | $0 |
| The Time Group 401(k) Plan | The Time Group, Inc. | MD | 586 | $18.6M | $0 |
| Sheet Metal 7 Zone 3 Pension Fund | Sheet Metal 7 Zone 3 Pension Fund | MI | 571 | $65.4M | $14K |
| Aedc Contractors Employee Pension Plan | Beyond New Horizons, LLC | TN | 558 | $165M | $11K |
| Secure Transportation 401(k) Plan | Secure Transportation Company, Inc. | CA | 467 | $3.7M | $0 |
| Autoneum North America, Inc. Carpet Hourly-Paid Employees' Pension Plan | Autoneum North America, Inc. | MI | 461 | $15.0M | $0 |
| Retirement Income Plan for Employees of Interface Performance Materials, Inc. | Alkegen | CT | 364 | $34.0M | $0 |
| Akoya Retirement Plan | Akoya Biosciences, Inc. | MA | 337 | $18.0M | $0 |
| Trinity Products LLC 401(k) Plan | Trinity Metal Products LLC | MO | 293 | $13.2M | $0 |
| Alogent 401(k) Plan | Alogent Holdings, Inc. | GA | 269 | $26.1M | $0 |
| Kraken Operating LLC 401(k) Plan | Kraken Operating LLC | TX | 266 | $19.1M | $0 |
| Matter Brothers Furniture 401(k) Plan | Stewart's Sleep Center, Inc. | FL | 249 | $4.8M | $0 |
| Applied Control Engineering Inc. 401(k) Retirement Plan | Applied Control Engineering Inc. | DE | 241 | $35.4M | $0 |
| Distek Integration, Inc. 401(k) Profit Sharing Plan | Distek Integration, Inc. | IA | 229 | $23.7M | $0 |
| Advanced Solutions International, Inc. 401(k) Retirement Plan | Advanced Solutions International, Inc. | TX | 226 | $39.7M | $0 |
| The Cedars of Chapel Hill Club Inc. Employees 401(k) Plan | The Cedars of Chapel Hill Club Inc. | NC | 219 | $5.1M | $0 |
| Holtz Companies 401(k) Plan | Holtz Builders, Inc. | WI | 195 | $2.4M | $0 |
| The Miller-Clapperton Partnership, Inc. 401(k) Retirement Plan | The Miller-Clapperton Partnership, Inc. | GA | 186 | $7.7M | $0 |
| Girl Scouts of Western Ohio's 401(k) Thrift Plan | Girl Scouts of Western Ohio | OH | 155 | $3.8M | $0 |
| Jersey Shore State Bank Retirement Plan | Jersey Shore State Bank | PA | 127 | $25.5M | $0 |
Questions and answers
How many plans does Met West Funds serve?
30 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Met West Funds?
The median plan reported $19.20 per participant in direct and indirect compensation (8 plans reporting an amount), or 0.01% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (30 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.