Katrina Rigby signed Metrc LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metrc LLC's EIN is 82-1408778.
Download the official 2024 Form 5500 (PDF) for Metrc LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metrc LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHAREBUILDER ADVISOR LLC | — | SEATTLE, WA | NONE | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Aberdeen Standard Gold ETF Trust Aberdeen 0 86 Vanguard Cash Reserves Federal MM Adm Vanguard 0 32 Schwab U.S. Large-Cap Growth ETF Schwab 0 | Mutual Funds | — | — | $1.2M | 18.2% | |
| Vanguard Total Bond Market ETF Vanguard 0 | Mutual Funds | — | — | $976K | 14.4% | |
| Schwab U.S. Small-Cap ETF Schwab 0 | Mutual Funds | — | — | $699K | 10.3% | |
| SPDR Index Ptf Devel World ex-US ETF SPDR 0 | Mutual Funds | — | — | $673K | 9.9% | |
| Vanguard Mid Cap Index ETF Vanguard 0 | Mutual Funds | — | — | $658K | 9.7% | |
| iShares 0-5 Year TIPS Bond ETF iShares 0 | Other securities | — | — | $514K | 7.6% | |
| Schwab Short-Term U.S. Treasury ETF Schwab 0 | Mutual Funds | — | — | $364K | 5.4% | |
| SPDR S&P Emerging Markets ETF SPDR 0 | Other securities | — | — | $258K | 3.8% | |
| Vanguard S&P 500 ETF Vanguard 0 | Common Collective Trusts | — | — | $245K | 3.6% | |
| Select Sector SPDR ETF SPDR 0 | Real Estate | — | — | $179K | 2.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $148K | 2.2% | |
| iShares ESG MSCI KLD 400 ETF iShares 0 230 Invesco QQQ Trust Invesco 0 | Mutual Funds | — | — | $56K | 0.8% | |
| Schwab US Dividend Equity ETF Schwab 0 | Mutual Funds | — | — | $9K | 0.1% | |
| SPDR Dow Jones Industrial Average ETF SPDR 0 | Other securities | — | — | $6K | <0.1% | |
| SPDR S&P 500 Fossil Fuel Res Free ETF SPDR 0 | Common Collective Trusts | — | — | $4K | <0.1% | |
| iShares ESG Aware MSCI USA ETF iShares 0 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
