Metro Tech Holdings, LLC d/b/a Degree One's EIN is 36-4884466.
Download the official 2024 Form 5500 (PDF) for Metro Tech Holdings, LLC d/b/a Degree One from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metro Tech Holdings, LLC d/b/a Degree One's plan includes ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | CONTRACT ADMINISTRATOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2045 Target Date Retirement Fund N/R | Mutual Funds | — | — | $2.1M | 12.8% | |
| American Funds American Funds 2010 Target Date Retirement Fund N/R | Mutual Funds | — | — | $2.0M | 12.2% | |
| American Funds American Funds 2040 Target Date Retirement Fund N/R | Mutual Funds | — | — | $1.8M | 11.2% | |
| Capital Research and Mgmt Co Pioneer Fundamental Growth Fund N/R | Common Stocks | — | — | $1.7M | 10.2% | |
| American Funds American Funds 2035 Target Date Retirement Fund N/R | Mutual Funds | — | — | $1.2M | 7.3% | |
| American Funds American Funds 2050 Target Date Retirement Fund N/R | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $722K | 4.4% | |
| American Funds American Funds 2030 Target Date Retirement Fund N/R | Mutual Funds | — | — | $711K | 4.4% | |
| Blackrock iShares S&P 500 Index Fund N/R | Common Collective Trusts | — | — | $676K | 4.1% | |
| American Funds American Funds 2055 Target Date Retirement Fund N/R | Mutual Funds | — | — | $667K | 4.1% | |
| Columbia Management Columbia Dividend Income Fund N/R | Other securities | — | — | $475K | 2.9% | |
| American Funds American Funds 2060 Target Date Retirement Fund N/R | Mutual Funds | — | — | $415K | 2.5% | |
| American Funds American Funds 2025 Target Date Retirement Fund N/R | Mutual Funds | — | — | $382K | 2.3% | |
| Participant Loans Maturities varying from 1 to 5 years and interest rates $0 | Participant loans | — | — | $287K | 1.8% | |
| Blackrock Mid-Cap Growth Equity Portfolio N/R | Other securities | — | — | $273K | 1.7% | |
| MFS International Growth Fund N/R | Mutual Funds | — | — | $228K | 1.4% | |
| American Funds New World Fund Inc N/R | Mutual Funds | — | — | $209K | 1.3% | |
| Delaware Investments Delaware Small Cap Value Fund N/R | Other securities | — | — | $185K | 1.1% | |
| Principal Fixed Income Guaranteed Option N/R | Other securities | — | — | $180K | 1.1% | |
| JP Morgan Asset Management JPMorgan Mid Cap Value Fund N/R | Other securities | — | — | $150K | 0.9% | |
| PGIM Investment LLC PGIM High Yield Fund N/R | Other securities | — | — | $146K | 0.9% | |
| American Funds American Funds 2065 Target Date Retirement Fund N/R | Mutual Funds | — | — | $144K | 0.9% | |
| Principal Real Estate Inv - Principal Real N/R | Other securities | — | — | $127K | 0.8% | |
| Westerb Asset Funds Western Asset Core Plus Bond Fund N/R | Other securities | — | — | $117K | 0.7% | |
| Loomis Sayles Loomis Sayles Growth Fund N/R | Other securities | — | — | $116K | 0.7% | |
| American Funds American US Government Securities Fund N/R | Mutual Funds | — | — | $59K | 0.4% | |
| Legg Mason ClearBridge Small Cap Growth Fund N/R | Other securities | — | — | $52K | 0.3% | |
| PIMCO Investment Grade Credit Bond Fund N/R | U.S. Treasuries | — | — | $35K | 0.2% | |
| American Century Investments American Century Inflation Adjusted Bond Fund N/R | Other securities | — | — | $20K | 0.1% | |
| PIMCO CommodityRealReturn Strategy Fund N/R | Mutual Funds | — | — | $11K | <0.1% | |
| MFS International Diversification Fund N/R | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds American Balanced Fund N/R | Mutual Funds | — | — | $6K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z RINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% |
