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Original filing (PDF)20260212135646NAL0000197618001
METRO TECH HOLDINGS, LLC D/B/A DEGREE ONE
Form 5500
FILING_RECEIVED
DEGREEONE 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.9 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
88
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.9 months past the 10.5-month grace window.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METRO TECH HOLDINGS, LLC D/B/A DEGREE ONE.
Plan sponsor
Name
METRO TECH HOLDINGS, LLC D/B/A DEGREE ONE
EIN
36-4884466
Address
1827 WALDEN OFFICE SQUARE · SUITE 304 · SCHAUMBURG, IL · 60173
Phone
(773) 680-5955
Industry
Manufacturingsee 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
2026-02-12
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | CONTRACT ADMINISTRATOR | $0 | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $0 | — |
Investments
32 direct securities · 1 pooled fund· $16.3M
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
$16.3M
32 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2045 Target Date Retirement Fund N/R | — | — | — | $2.1M | 12.8% | |
| American Funds American Funds 2010 Target Date Retirement Fund N/R | — | — | — | $2.0M | 12.2% | |
| American Funds American Funds 2040 Target Date Retirement Fund N/R | — | — | — | $1.8M | 11.2% | |
| Capital Research and Mgmt Co Pioneer Fundamental Growth Fund N/R | — | — | — | $1.7M | 10.2% | |
| American Funds American Funds 2035 Target Date Retirement Fund N/R | — | — | — | $1.2M | 7.3% | |
| American Funds American Funds 2050 Target Date Retirement Fund N/R | — | — | — | $1.2M | 7.1% | |
| American Funds American Funds 2015 Target Date Retirement Fund N/R 4 American Funds American Funds 2020 Target Date Retirement Fund N/R | — | — | — | $722K | 4.4% | |
| American Funds American Funds 2030 Target Date Retirement Fund N/R | — | — | — | $711K | 4.4% | |
| Blackrock iShares S&P 500 Index Fund N/R | — | — | — | $676K | 4.1% | |
| American Funds American Funds 2055 Target Date Retirement Fund N/R | — | — | — | $667K | 4.1% | |
| Columbia Management Columbia Dividend Income Fund N/R | — | — | — | $475K | 2.9% | |
| American Funds American Funds 2060 Target Date Retirement Fund N/R | — | — | — | $415K | 2.5% | |
| American Funds American Funds 2025 Target Date Retirement Fund N/R | — | — | — | $382K | 2.3% | |
| Participant Loans Maturities varying from 1 to 5 years and interest rates $0 | — | — | — | $287K | 1.8% | |
| Blackrock Mid-Cap Growth Equity Portfolio N/R | — | — | — | $273K | 1.7% | |
| MFS International Growth Fund N/R | — | — | — | $228K | 1.4% | |
| American Funds New World Fund Inc N/R | — | — | — | $209K | 1.3% | |
| Delaware Investments Delaware Small Cap Value Fund N/R | — | — | — | $185K | 1.1% | |
| Principal Fixed Income Guaranteed Option N/R | — | — | — | $180K | 1.1% | |
| JP Morgan Asset Management JPMorgan Mid Cap Value Fund N/R | — | — | — | $150K | 0.9% | |
| PGIM Investment LLC PGIM High Yield Fund N/R | — | — | — | $146K | 0.9% | |
| American Funds American Funds 2065 Target Date Retirement Fund N/R | — | — | — | $144K | 0.9% | |
| Principal Real Estate Inv - Principal Real N/R | — | — | — | $127K | 0.8% | |
| Westerb Asset Funds Western Asset Core Plus Bond Fund N/R | — | — | — | $117K | 0.7% | |
| Loomis Sayles Loomis Sayles Growth Fund N/R | — | — | — | $116K | 0.7% | |
| American Funds American US Government Securities Fund N/R | — | — | — | $59K | 0.4% | |
| Legg Mason ClearBridge Small Cap Growth Fund N/R | — | — | — | $52K | 0.3% | |
| PIMCO Investment Grade Credit Bond Fund N/R | — | — | — | $35K | 0.2% | |
| American Century Investments American Century Inflation Adjusted Bond Fund N/R | — | — | — | $20K | 0.1% | |
| PIMCO CommodityRealReturn Strategy Fund N/R | — | — | — | $11K | <0.1% | |
| MFS International Diversification Fund N/R | — | — | — | $6K | <0.1% | |
| American Funds American Balanced Fund N/R | — | — | — | $6K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z RINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% |