Metametrics, Inc.'s EIN is 56-1520095.
Download the official 2025 Form 5500 (PDF) for Metametrics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Metametrics, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $22K | — |
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.
| LEAFHOUSE FINANCIAL ADVISORS LLC |
| — |
| AUSTIN, TX |
| OTHER ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN SOLUTIONS | — | HOLLIDAYSBURG, PA | CONTRACT ADMIN | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $2.3M | 18.3% | |
| American Funds 2055 Target Date Retirement Income Fund Class R6 " | Mutual Funds | — | — | $1.3M | 10.3% | |
| American Funds 2040 Target Date Retirement Income Fund Class R6 " | Mutual Funds | — | — | $879K | 7.1% | |
| American Funds 2045 Target Date Retirement Income Fund Class R6 " | Mutual Funds | — | — | $839K | 6.8% | |
| American Funds 2050 Target Date Retirement Income Fund Class R6 " | Mutual Funds | — | — | $702K | 5.7% | |
| Key Guaranteed Portfolio Fund Guaranteed insurance contract | Other securities | — | — | $661K | 5.3% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $598K | 4.8% | |
| Schwab SDB Self-directed brokerage account | Self-Directed Brokerage | — | — | $556K | 4.5% | |
| American Funds 2035 Target Date Retirement Income Fund Class R6 " | Mutual Funds | — | — | $517K | 4.2% | |
| American Funds 2030 Target Date Retirement Income Fund Class R6 " | Mutual Funds | — | — | $473K | 3.8% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $462K | 3.7% | |
| PUTNAM LARE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $459K | 3.7% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $378K | 3.0% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $311K | 2.5% | |
| American Funds 2060 Target Date Retirement Income Fund Class R6 " | Mutual Funds | — | — | $244K | 2.0% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $237K | 1.9% | |
| ClearBridge International Growth Fund Class I " | Other securities | — | — | $215K | 1.7% | |
| PGIM High Yield Fund Class R6 " | Other securities | — | — | $161K | 1.3% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $148K | 1.2% | |
| Fidelity Inflation-Protected Bond Index Fund " | Common Collective Trusts | — | — | $140K | 1.1% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $112K | 0.9% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $109K | 0.9% | |
| RETIREGUIDE GROWTH ALTA TRUST · EIN 84-4095754 / PN 001 | Common Collective Trust | — | — | $109K | 0.9% | |
| Schwab SDB Roth " | Mutual Funds | — | — | $101K | 0.8% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $92K | 0.7% | |
| RETIREGUIDE GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 001 | Common Collective Trust | — | — | $82K | 0.7% | |
| DFA Emerging Markets Core Equity 2 Portfolio Institutional Class " | Mutual Funds | — | — | $63K | 0.5% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z " | Common Stocks | — | — | $42K | 0.3% | |
| RETIREGUIDE MOD GROWTH & INC ALTA TRUST · EIN 84-4096260 / PN 001 | Common Collective Trust | — | — | $36K | 0.3% | |
| RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 001 | Common Collective Trust | — | — | $33K | 0.3% | |
| Participant Loans (5.50% - 8.50%) - | Bonds / Notes | — | — | $30K | 0.2% | |
| AM FDS 2015 TGT DATE | Mutual Funds | — | — | $8K | <0.1% | |
| American Funds 2010 Target Date Retirement Income Fund Class R6 Mutual fund | Mutual Funds | — | — | $8K | <0.1% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $7K | <0.1% | |
| American Funds 2020 Target Date Retirement Income Fund Class R6 " | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds 2025 Target Date Retirement Income Fund Class R6 " | Mutual Funds | — | — | $2K | <0.1% |
