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Original filing (PDF)20251015114630NAL0004448273001
METRC LLC
Form 5500
FILING_RECEIVED
METRC LLC 401(K) P/S PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
194
Accounts w/ balance
265
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METRC LLC.
Plan sponsor
Name
METRC LLC
EIN
82-1408778
Address
4151 S PIPKIN RD · LAKELAND, FL · 33811
Phone
(863) 213-5992
Industry
Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHAREBUILDER ADVISOR LLC | — | SEATTLE, WA | NONE | $21K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $9K | — |
Investments
16 direct securities· $6.0M(89% of reported assets)
Uncategorized
$5.8M
15 holdings
Real Estate
$179K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $1.2M | 18.2% | |
| Vanguard Total Bond Market ETF Vanguard 0 | — | — | — | $976K | 14.4% | |
| Schwab U.S. Small-Cap ETF Schwab 0 | — | — | — | $699K | 10.3% | |
| SPDR Index Ptf Devel World ex-US ETF SPDR 0 | — | — | — | $673K | 9.9% | |
| Vanguard Mid Cap Index ETF Vanguard 0 | — | — | — | $658K | 9.7% | |
| iShares 0-5 Year TIPS Bond ETF iShares 0 | — | — | — | $514K | 7.6% | |
| Schwab Short-Term U.S. Treasury ETF Schwab 0 | — | — | — | $364K | 5.4% | |
| SPDR S&P Emerging Markets ETF SPDR 0 | — | — | — | $258K | 3.8% | |
| Vanguard S&P 500 ETF Vanguard 0 | — | — | — | $245K | 3.6% | |
| Select Sector SPDR ETF SPDR 0 | Real Estate | — | — | $179K | 2.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $148K | 2.2% | |
| iShares ESG MSCI KLD 400 ETF iShares 0 230 Invesco QQQ Trust Invesco 0 | — | — | — | $56K | 0.8% | |
| Schwab US Dividend Equity ETF Schwab 0 | — | — | — | $9K | 0.1% | |
| SPDR Dow Jones Industrial Average ETF SPDR 0 | — | — | — | $6K | <0.1% | |
| SPDR S&P 500 Fossil Fuel Res Free ETF SPDR 0 | — | — | — | $4K | <0.1% | |
| iShares ESG Aware MSCI USA ETF iShares 0 | — | — | — | $2K | <0.1% |
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