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Original filing (PDF)20250710182351NAL0003709395003
ID METRICS GROUP, INC.
Form 5500
FILING_RECEIVED
AUTHENTICID 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
88
Accounts w/ balance
118
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ID METRICS GROUP, INC..
Plan sponsor
Name
ID METRICS GROUP, INC.
EIN
20-0007441
Address
5209 LAKE WASHINGTON BLVD NE · SUITE 105 · KIRKLAND, WA · 98033
Phone
(844) 646-1780
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | GLASTONBURY, CT | NONE | $2K | — |
| CHARLES SCHWAB & CO. | 94-1737782 | — | NONE | $0 | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $0 | — |
Investments
28 direct securities · 1 pooled fund· $5.5M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.2M
28 holdings
Common Collective Trust
$372K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2050 Registered Investment Company | — | — | — | $777K | 13.9% | |
| VANGUARD 500 INDEX ADMIRAL Registered Investment Company | — | — | — | $580K | 10.4% | |
| VANGUARD TARGET RETIREMENT 2035 Registered Investment Company | — | — | — | $572K | 10.2% | |
| VANGUARD TARGET RETIREMENT 2040 Registered Investment Company | — | — | — | $410K | 7.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $372K | 6.6% | |
| VANGUARD TARGET RETIREMENT 2055 Registered Investment Company | — | — | — | $353K | 6.3% | |
| VANGUARD TARGET RETIREMENT 2060 Registered Investment Company | — | — | — | $342K | 6.1% | |
| VANGUARD TARGET RETIREMENT 2045 Registered Investment Company | — | — | — | $332K | 5.9% | |
| VANGUARD GROWTH INDEX ADMIRAL Registered Investment Company | — | — | — | $267K | 4.8% | |
| VANGUARD TARGET RETIREMENT 2030 Registered Investment Company | — | — | — | $202K | 3.6% | |
| VANGUARD MID-CAP INDEX ADMIRAL Registered Investment Company | — | — | — | $170K | 3.0% | |
| DODGE & COX INCOME Registered Investment Company | — | — | — | $168K | 3.0% | |
| DFA INTERNATIONAL CORE EQUITY Registered Investment Company | — | — | — | $125K | 2.2% | |
| VANGUARD MIDCAP GROWTH IND ADM Registered Investment Company | — | — | — | $89K | 1.6% | |
| DFA U.S. LARGE CAP VALUE Registered Investment Company | — | — | — | $88K | 1.6% | |
| maturing through June 2027 | — | — | — | $77K | 1.4% | |
| VANGUARD TARGET RETIREMENT 2025 Registered Investment Company | — | — | — | $75K | 1.3% | |
| VANGUARD SMALL CAP GR INDEX Registered Investment Company | — | — | — | $74K | 1.3% | |
| SCHWAB BANK SWEEP Money Market Fund ** 178 DFA EMERGING MARKETS FUND Registered Investment Company | — | — | — | $66K | 1.2% | |
| DFA INTL SMALL COMPANY Registered Investment Company | — | — | — | $65K | 1.2% | |
| VANGUARD MID CAP VALUE IDX ADM Registered Investment Company | — | — | — | $65K | 1.2% | |
| DFA INFLATION PROTECTED SECS Registered Investment Company | — | — | — | $59K | 1.1% | |
| DFA U.S. SMALL CAP VALUE Registered Investment Company | — | — | — | $56K | 1.0% | |
| DFA REAL ESTATE SECURITIES Registered Investment Company | — | — | — | $54K | 1.0% | |
| VANGUARD TARGET RETIREMENT 2065 Registered Investment Company | — | — | — | $36K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADM Registered Investment Company | — | — | — | $32K | 0.6% | |
| DFA US MICRO CAP Registered Investment Company | — | — | — | $25K | 0.5% | |
| DFA US SUSTAINABILITY CORE 1 Registered Investment Company | — | — | — | $15K | 0.3% | |
| VANGUARD TARGET RETIREMENT INC Registered Investment Company | — | — | — | $2K | <0.1% |
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