How big is Metric Financial, LLC's plan?

Metric Financial, LLC's plan reported $3K in assets and 4 participants for 2024.

Original filing (PDF)20260220121108NAL0012135922001

Metric Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Metric Financial, LLC GFB Benefit Plan

Health & welfare plan · Metric Financial, LLC's Metric Financial, LLC GFB Benefit Plan held $3K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$758

People on this filing

Rachel Mosely signed Metric Financial, LLC's 2024 Form 5500 as plan administrator.

Rachel Mosely — 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 501

Plan year 2024

ACK ID 20260220121108NAL0012135922001

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 health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score