How big is Metis Strategy, LLC's plan?

Metis Strategy, LLC's plan reported $5.3M in assets and 39 participants for 2024.

Original filing (PDF)20250718105857NAL0000808403001

Metis Strategy, LLC

Name: Metis Strategy, LLC — Metis Strategy 401(k) Plan, Form 5500 (2024)
Creator: Metis Strategy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Metis Strategy 401(k) Plan

401(k) retirement plan · Metis Strategy, LLC's Metis Strategy 401(k) Plan held $5.3M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Marcus Bowie signed Metis Strategy, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Metis Strategy, LLC's EIN is 36-4429904.

EIN 36-4429904

Plan number 001

Plan year 2024

ACK ID 20250718105857NAL0000808403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Metis Strategy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Metis Strategy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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