Michelle Ramirez signed Metric Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metric Engineering, Inc.'s EIN is 59-1685550.
Download the official 2024 Form 5500 (PDF) for Metric Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metric Engineering, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $27K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PRINCIPAL SECURITIES INC |
| — |
| DES MOINES, IA |
| INVESTMENT ADVISOR |
| $58K |
| — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Shares of a Registered Investment Company Fidelity Investments Fidelity 500 Index n/a | Common Collective Trusts | — | — | $5.5M | 17.3% | |
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $2.1M | 6.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.9M | 6.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.9M | 6.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.8M | 5.5% | |
| Fidelity Investments Fidelity Mid Cap Index n/a | Mutual Funds | — | — | $1.6M | 5.0% | |
| Guaranteed Interest Account * Empower Funds Key Guaranteed Portfolio Fund n/a | Other securities | — | — | $1.6M | 4.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.5M | 4.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.3M | 4.2% | |
| Empower Funds Empower Securefoundation Bal Inst n/a | Other securities | — | — | $1.2M | 3.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.1M | 3.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.0M | 3.2% | |
| Fidelity Investments Fidelity Us Bond Index n/a | Mutual Funds | — | — | $934K | 2.9% | |
| Fidelity Investments Fidelity International Index n/a | Mutual Funds | — | — | $845K | 2.6% | |
| JPMorgan Janus Henderson Triton N n/a | Mutual Funds | — | — | $761K | 2.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $746K | 2.3% | |
| JPMorgan U.S. Small Company R6 n/a | Common Stocks | — | — | $656K | 2.0% | |
| Allspring Special Mid Cap Value Inst n/a | Other securities | — | — | $646K | 2.0% | |
| PGIM Us Real Estate R6 n/a | Other securities | — | — | $606K | 1.9% | |
| Empower Funds Empower International Value Instl n/a | Other securities | — | — | $578K | 1.8% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $551K | 1.7% | |
| Empower Funds Empower Mod Profile Fund Inst n/a | Other securities | — | — | $438K | 1.4% | |
| Interest is 6% and maturities range from June 8, 2020 * Participant loans through April 7, 2032 -0- | Bonds / Notes | — | — | $407K | 1.3% | |
| Fidelity Investments Fidelity Advisor Focused Emerging Mrkt Z n/a | Mutual Funds | — | — | $385K | 1.2% | |
| PIMCO Real Return Instl n/a | Mutual Funds | — | — | $288K | 0.9% | |
| Undiscovered Mgrs Behavioral Undiscovered Mgrs Behavioral Value R6 n/a | Other securities | — | — | $205K | 0.6% | |
| JPMorgan Lord Abbett Total Return R6 n/a | Mutual Funds | — | — | $202K | 0.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $195K | 0.6% | |
| Empower Funds Empower Mod Con Profile Fund Inst n/a | Other securities | — | — | $161K | 0.5% | |
| Alliance Bernstein Ab High Income Z n/a | Other securities | — | — | $144K | 0.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $128K | 0.4% | |
| Empower Funds Empower Mod Agg Profile Fund Inst n/a | Other securities | — | — | $124K | 0.4% | |
| Forfeitures, unallocated plan assets n/a | Other securities | — | — | $120K | 0.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $105K | 0.3% | |
| PIMCO Int Bond (Usd-Hedged) Instl n/a | U.S. Treasuries | — | — | $57K | 0.2% | |
| Empower Funds Empower Agg Profile Fund Inst n/a | Other securities | — | — | $47K | 0.1% | |
| Empower Funds Empower Con Profile Fund Inst n/a | Other securities | — | — | $43K | 0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $14K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $0 | <0.1% |
