Lauren Monaco signed Metaphase Consulting, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metaphase Consulting, LLC's EIN is 46-3528774.
Download the official 2024 Form 5500 (PDF) for Metaphase Consulting, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metaphase Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $49K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $3.4M | 19.6% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $2.8M | 16.5% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $2.0M | 11.5% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $1.9M | 11.3% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $1.2M | 6.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $955K | 5.6% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $865K | 5.0% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $852K | 5.0% | |
| PUTNAM LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $508K | 3.0% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $445K | 2.6% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $325K | 1.9% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $256K | 1.5% | |
| MFS GRTH ALLOC R4 403 REGISTERED INVESTMENT COMPANY ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $226K | 1.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $173K | 1.0% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $173K | 1.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $141K | 0.8% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $105K | 0.6% | |
| VANGUARD HIGH DIV YIELD INDX | Registered Investment Companies | — | — | $105K | 0.6% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $65K | 0.4% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $56K | 0.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $53K | 0.3% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $52K | 0.3% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $51K | 0.3% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $46K | 0.3% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $44K | 0.3% | |
| AMERICAN FUNDS EUPAC R6 | Registered Investment Companies | — | — | $44K | 0.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $42K | 0.2% | |
| TRPRICE DIVIDEND GROWTH | Registered Investment Companies | — | — | $38K | 0.2% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $24K | 0.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $24K | 0.1% | |
| CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $18K | 0.1% | |
| MFS MOD ALLOC - R4 377 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $16K | <0.1% | |
| VIC PIO STRATEGIC INCOME R6 | Registered Investment Companies | — | — | $15K | <0.1% | |
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $11K | <0.1% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $8K | <0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $7K | <0.1% | |
| MFS CONS ALLOC - R4 | Registered Investment Companies | — | — | $6K | <0.1% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $51K |
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