How big is Metric Financial LLC's plan?

Metric Financial LLC's plan reported $55K in assets and 5 participants for 2024.

Original filing (PDF)20250718101414NAL0000710147001

Metric Financial LLC

Name: Metric Financial LLC — Metric Financial LLC 401(k), Form 5500 (2024)
Creator: Metric Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Metric Financial LLC 401(k) Plan

401(k) retirement plan · Metric Financial LLC's Metric Financial LLC 401(k) Plan held $55K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

People on this filing

Marcus Bowie signed Metric Financial LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Metric Financial LLC's EIN is 04-2729618.

EIN 04-2729618

Plan number 001

Plan year 2024

ACK ID 20250718101414NAL0000710147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Metric Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Metric Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for METRIC FINANCIAL LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score