Original filing (PDF)20260220121108NAL0012135922001

METRIC FINANCIAL, LLC

Name: METRIC FINANCIAL, LLC — METRIC FINANCIAL, LLC GFB BENEFIT PLAN, Form 5500 (2024)
Creator: METRIC FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

METRIC FINANCIAL, LLC GFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$758

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METRIC FINANCIAL, LLC.

Plan sponsor

Name

METRIC FINANCIAL, LLC

EIN

04-2729618

Address

725 PONCE DE LEON AVE NE · ATLANTA, GA · 30306

Phone

(678) 528-1151

Industry

Finance & Insurancesee all

Plan administrator

Name

RACHEL MOSELY

EIN

61-1927403

City

MACON, GA

Phone

(800) 342-1192

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-02-20

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LLOYD TEVIS INVESTMENTS LLC

LLOYD TEVIS INVESTMENTS, LLC 401 K

$3K · 4 participants

HYPERPRODUCTIVE

HYPERPRODUCTIVE SOCA BENEFIT PLAN

$3K · 2 participants

WESTERN SKIES ADVISORY LLC

WESTERN SKIES ADVISORY LLC 401(K) PLAN

$3K · 2 participants

GARIBAY FINANCIAL LLC

GARIBAY FINANCIAL LLC 401(K) PLAN

$3K · 5 participants

SYMPHONY FINANCIAL SERVICE

SYMPHONY FINANCIAL SERVICE SOCA BENEFIT PLAN

$3K · 5 participants