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METTA FUND — METTA FUND 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250422150454NAL0002919939001
METTA FUND
Form 5500-SF
FILING_RECEIVED
METTA FUND 403(B) PLAN
403(b) retirement plan
Active participants
7
Accounts w/ balance
11
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
METTA FUND
.
Find decision makers
Plan sponsor
Name
METTA FUND
EIN
94-2992640
Address
101 MONTGOMERY ST, SUITE 2200 · SAN FRANCISCO, CA · 94104
Phone
(415) 660-7361
Industry
Other Services (ex. Public Admin)
see 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
2025-04-22
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
Related plans
Similar-size Other Services (ex. Public Admin) plans
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CALIFORNIA CAPITAL FINANCIAL DEVELOPMENT CORP
CALIFORNIA CAPITAL FINANCIAL DEVELOPMENT CORP 401K PROFIT SHARING PLAN
$2.0M · 27 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
THE ARC OF ANCHORAGE
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF ANCHORAGE
$2.0M · 265 participants
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$2.0M · 23 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$190.9B
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$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
