Dan Jacobson signed Metro Metals Northwest, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metro Metals Northwest, Inc.'s EIN is 93-1270871.
Download the official 2024 Form 5500 (PDF) for Metro Metals Northwest, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metro Metals Northwest, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PHILLIPS AND COMPANY ADVISORS LLC | 45-3709458 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $4.7M | 15.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $4.1M | 13.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.4M | 11.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $3.1M | 10.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.0M | 6.4% | |
| BLACKROCK EQ DIV - INSTL | Registered Investment Companies | — | — | $1.9M | 6.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.6M | 5.2% | |
| BLK TOTAL RETURN INST | Registered Investment Companies | — | — | $1.5M | 4.8% | |
| BAIRD SHORT TERM BOND INST | Registered Investment Companies | — | — | $1.1M | 3.5% | |
| FIDELITY ADVISOR TECHNOLOGY I | Registered Investment Companies | — | — | $1.0M | 3.3% | |
| FID GROWTH STRATEGIES K6 | Registered Investment Companies | — | — | $783K | 2.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $783K | 2.5% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $568K | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $565K | 1.8% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $508K | 1.6% | |
| TRPRICE DIVIDEND GROWTH | Registered Investment Companies | — | — | $415K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $412K | 1.3% | |
| MACQUARIE EMERGING MKTS INST | Registered Investment Companies | — | — | $344K | 1.1% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $288K | 0.9% | |
| FIDELITY SELECT HEALTH CARE | Registered Investment Companies | — | — | $275K | 0.9% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $241K | 0.8% | |
| INVESCO INTL BOND Y | Registered Investment Companies | — | — | $232K | 0.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $190K | 0.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $98K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $97K | 0.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $88K | 0.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $67K | 0.2% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $48K | 0.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $38K | 0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $28K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $70K |
| — |
