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Original filing (PDF)20251013145906NAL0000746819001
ECONOMETRICA, INC.
Form 5500
FILING_RECEIVED
ECONOMETRICA, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
90
Accounts w/ balance
98
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECONOMETRICA, INC..
Plan sponsor
Name
ECONOMETRICA, INC.
EIN
52-2108043
Address
7475 WISCONSIN AVE · SUITE 1000 · BETHESDA, MD · 20814
Phone
(301) 657-9883
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2A · Age/service weighted or new comparability
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MCKONLY & ASBURY CERTIFIED PUBLIC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC | — | NEW YORK, NY | ADVISOR | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT PROVIDER | $10K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
35 direct securities· $8.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Multi‑Asset Index Fund Mutual Fund | — | — | — | $1.7M | 21.1% | |
| iShares S&P 500 Index Fund Investor A Shares Mutual Fund | — | — | — | $1.4M | 17.3% | |
| Fidelity Balanced Fund – Class A Mutual Fund | — | — | — | $1.2M | 15.1% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $477K | 6.0% | |
| Putnam Large Cap Growth Fund Class A Mutual Fund | — | — | — | $367K | 4.6% | |
| Fidelity Advisor Freedom Blend 2045 Class A Mutual Fund | — | — | — | $330K | 4.1% | |
| Fidelity Advisor Freedom Blend 2025 Class A Mutual Fund | — | — | — | $276K | 3.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $260K | 3.3% | |
| Fidelity Advisor Freedom Blend 2050 Class A Mutual Fund | — | — | — | $235K | 2.9% | |
| Fidelity Advisor Freedom Blend 2030 Class A Mutual Fund | — | — | — | $172K | 2.2% | |
| Fidelity Advisor Freedom Blend 2055 Class A Mutual Fund | — | — | — | $167K | 2.1% | |
| American Funds Conservative Growth and Income Portfolio Class R-4 Mutual Fund | — | — | — | $146K | 1.8% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $129K | 1.6% | |
| Victory Sycamore Established Value Fund Class A Mutual Fund | — | — | — | $122K | 1.5% | |
| Brokeragelink Self Directed Brokerage | — | — | — | $111K | 1.4% | |
| Fidelity Advisor Freedom Blend 2060 Class A Mutual Fund | — | — | — | $96K | 1.2% | |
| interest, collateral, par, or maturity Value * Fidelity Government Money Market Fund Interest-Bearing Cash | — | — | — | $90K | 1.1% | |
| BNY Mellon Dynamic Value Fund Class A Mutual Fund | — | — | — | $82K | 1.0% | |
| JPMorgan Core Plus Bond Fund Class A Mutual Fund | — | — | — | $81K | 1.0% | |
| PGIM Jennison International Opportunities Fund-Class R2 Mutual Fund | — | — | — | $80K | 1.0% | |
| Fidelity Advisor Freedom Blend 2040 Class A Mutual Fund | — | — | — | $66K | 0.8% | |
| Notes receivable from participants Bearing interest at 5.25%-9.50% | — | — | — | $62K | 0.8% | |
| Cohen & Steers Realty Shares Fund Class A Mutual Fund | — | — | — | $55K | 0.7% | |
| American Funds New World Fund Class R-4 Mutual Fund | — | — | — | $51K | 0.6% | |
| Fidelity Advisor Freedom Blend 2035 Class A Mutual Fund | — | — | — | $50K | 0.6% | |
| Fidelity Inflation Protected Bond Index Fund Mutual Fund | — | — | — | $47K | 0.6% | |
| iShares U.S. Aggregate Bond Index Fund Investor A Shares Mutual Fund | — | — | — | $45K | 0.6% | |
| American Funds American High-Income Trust® Class R-4 Mutual Fund | — | — | — | $28K | 0.4% | |
| Principal Overseas Fund R-3 Class Mutual Fund | — | — | — | $28K | 0.3% | |
| Virtus KAR Mid-Cap Core Fund Class A Mutual Fund | — | — | — | $19K | 0.2% | |
| Fidelity Advisor Freedom Blend 2010 Class A Mutual Fund ** 726 * Fidelity Advisor Freedom Blend 2015 Class A Mutual Fund | — | — | — | $11K | 0.1% | |
| Fidelity Advisor Freedom Blend 2065 Class A Mutual Fund | — | — | — | $10K | 0.1% | |
| JPMorgan Mortgage-Backed Securities Fund Class A Mutual Fund | — | — | — | $8K | 0.1% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) Class A Mutual Fund | — | — | — | $5K | <0.1% | |
| Fidelity U.S. Sustainability Index Fund Mutual Fund | — | — | — | $2K | <0.1% |
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