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Original filing (PDF)20250731102505NAL0005114257001
METASTAR, INC.
Form 5500
FILING_RECEIVED
METASTAR, INC. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
76
Accounts w/ balance
133
Plan assets (EOY)
$27.2M
Net assets (EOY)
$27.2M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METASTAR, INC..
Plan sponsor
Name
METASTAR, INC.
EIN
39-1332612
Address
2909 LANDMARK PLACE · MADISON, WI · 53713
Phone
(608) 441-8239
Industry
All Other Professional Services· 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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT, LLC | 46-2793932 | — | NONE | $59K | — |
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $41K | — |
Investments
15 direct securities · 1 pooled fund· $26.5M(97% 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.
Uncategorized
$22.1M
14 holdings
Common Collective Trust
$3.6M
1 holding
Mutual Funds
$778K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund N/R | — | — | — | $4.6M | 16.9% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.6M | 13.3% | |
| Fidelity Investments Large Cap Growth Index N/R | — | — | — | $3.4M | 12.5% | |
| Fidelity Investments Large Cap Value Index N/R | — | — | — | $2.6M | 9.5% | |
| Fidelity Investments US Bond Index N/R | — | — | — | $2.2M | 8.0% | |
| Wilmington Hermes Total Return Bond CIT N/R | — | — | — | $2.1M | 7.6% | |
| T. Rowe Price Mid Cap Growth Fund N/R | — | — | — | $1.3M | 4.9% | |
| American Funds Europacific Growth Fund Class R6 N/R | — | — | — | $1.2M | 4.6% | |
| Fidelity Investments Total International Index N/R | — | — | — | $1.1M | 4.2% | |
| AllSpring Special Mid Cap Value N/R | — | — | — | $1.0M | 3.7% | |
| American Funds American Balanced Fund Class R6 N/R | Mutual Funds | — | — | $778K | 2.9% | |
| Harbor Capital Small Cap Growth N/R | — | — | — | $740K | 2.7% | |
| Vaughan Nelson Small Cap Value A N/R | — | — | — | $611K | 2.2% | |
| JO Hambro Capital Emerging Markets Opportunities Fund N/R | — | — | — | $562K | 2.1% | |
| American Funds Fundamental Investors Class R6 N/R | — | — | — | $530K | 2.0% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $60K | 0.2% |
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