Original filing (PDF)20251003190200NAL0001675937002

METZGER TAX SERVICE LLC

Name: METZGER TAX SERVICE LLC — METZGER TAX SERVICE 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: METZGER TAX SERVICE LLC

Form 5500-SF

FILING_RECEIVED

METZGER TAX SERVICE 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$443K

Net assets (EOY)

$443K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METZGER TAX SERVICE LLC.

Plan sponsor

Name

METZGER TAX SERVICE LLC

EIN

90-0481747

Address

10125 SW HALL BLVD · TIGARD, OR · 97223

Phone

(503) 246-4776

Industry

Professional & Technical Servicessee all

Plan administrator

Name

METZGER TAX SERVICE LLC

EIN

90-0481747

City

TIGARD, OR

Phone

(503) 246-4776

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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