How big is Metta Fund's plan?

Metta Fund's plan reported $2.6M in assets and 8 participants for 2025.

Original filing (PDF)20260417111831NAL0029885824001

Metta Fund

Name: Metta Fund — Metta Fund 403(b) Plan, Form 5500 (2025)
Creator: Metta Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Metta Fund 403(b) Plan

403(b) retirement plan · Metta Fund's Metta Fund 403(b) Plan held $2.6M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Metta Fund's EIN is 94-2992640.

EIN 94-2992640

Plan number 001

Plan year 2025

ACK ID 20260417111831NAL0029885824001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Metta Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Metta Fund's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for METTA FUND.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

METTA FUND

EIN

all filings

Address

101 MONTGOMERY ST, SUITE 2200 · SAN FRANCISCO, CA · 94104

Phone

(415) 660-7361

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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