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Original filing (PDF)20251007051729NAL0007534384001
METIS TECHNOLOGY SOLUTIONS, INC
Form 5500
FILING_RECEIVED
METIS TECHNOLOGY SOLUTIONS, INC 401K PLAN
401(k) retirement plan
Active participants
149
Accounts w/ balance
162
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
2 pooled trusts
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 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METIS TECHNOLOGY SOLUTIONS, INC.
Plan sponsor
Name
METIS TECHNOLOGY SOLUTIONS, INC
EIN
27-3178192
Address
2309 RENARD PL SUITE 200 · SUITE 200 · ALBUQUERQUE, NM · 87106
Phone
(505) 299-1509
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
2025-10-07
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
28 direct securities · 2 pooled funds· $11.8M(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.
Registered Investment Companies
$11.3M
28 holdings
Common Collective Trust
$488K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1.5M | 12.3% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $1.1M | 9.6% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $1.0M | 8.8% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $799K | 6.8% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $735K | 6.2% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $653K | 5.5% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $564K | 4.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $564K | 4.8% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $539K | 4.6% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $502K | 4.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $488K | 4.1% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $435K | 3.7% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $399K | 3.4% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $397K | 3.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $313K | 2.6% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $272K | 2.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $240K | 2.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $222K | 1.9% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $197K | 1.7% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $154K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $138K | 1.2% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $110K | 0.9% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $107K | 0.9% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $96K | 0.8% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $91K | 0.8% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $43K | 0.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $42K | 0.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $29K | 0.2% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $3K | <0.1% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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