How big is Metzger Investments LP's plan?

Metzger Investments LP's plan reported $9K in assets and 15 participants for 2024.

Original filing (PDF)20250702084448NAL0031123394001

Metzger Investments LP

Name: Metzger Investments LP — Form 5500 (2024)
Creator: Metzger Investments LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Metzger Investments LP held $9K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Shirley Horner signed Metzger Investments LP's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Metzger Investments LP's EIN is 33-0986228.

EIN 33-0986228

Plan number 001

Plan year 2024

ACK ID 20250702084448NAL0031123394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Metzger Investments LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Metzger Investments LP'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 METZGER INVESTMENTS LP.

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Plan health score

Above-average plan

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