How big is Metis Wealth Partners, LLC.'s plan?

Metis Wealth Partners, LLC.'s plan reported $2.1M in assets and 5 participants for 2024.

Original filing (PDF)20250714105117NAL0002443314001

Metis Wealth Partners, LLC.

Name: Metis Wealth Partners, LLC. — Metis Wealth Partners, Form 5500 (2024)
Creator: Metis Wealth Partners, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Metis Wealth Partners, LLC. 401(k) Plan

401(k) retirement plan · Metis Wealth Partners, LLC.'s Metis Wealth Partners, LLC. 401(k) Plan held $2.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

James Frank signed Metis Wealth Partners, LLC.'s 2024 Form 5500 as plan administrator.

James Frank — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Metis Wealth Partners, LLC.'s EIN is 82-4560492.

EIN 82-4560492

Plan number 001

Plan year 2024

ACK ID 20250714105117NAL0002443314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Metis Wealth Partners, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Metis Wealth Partners, LLC.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for METIS WEALTH PARTNERS, LLC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score