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Original filing (PDF)20251009104623NAL0006471873001
METRICSTREAM INC.
Form 5500
FILING_RECEIVED
METRICSTREAM 401K PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure27% in single holding
Active participants
77
Accounts w/ balance
135
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
17 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
85
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Large Cap Growth Fund III Fee Class I1 Common Collective Trust" is 27% of plan.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METRICSTREAM INC..
Plan sponsor
Name
METRICSTREAM INC.
EIN
94-3336265
Address
6201 AMERICA CENTER DRIVE · SUITE 120 · SAN JOSE, CA · 95002
Phone
(650) 620-2900
Industry
Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
15 direct securities · 17 pooled funds· $16.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$10.4M
17 holdings
Uncategorized
$6.5M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $4.4M | 27.4% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.1M | 13.1% | |
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2162748 / PN 335 | Common Collective Trust | — | — | $1.7M | 10.4% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $1.6M | 10.2% | |
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2146204 / PN 336 | Common Collective Trust | — | — | $1.3M | 8.4% | |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2170541 / PN 334 | Common Collective Trust | — | — | $1.2M | 7.7% | |
| Fidelity Mid-Cap Stock Fund Mutual Fund | — | — | — | $808K | 5.1% | |
| flexFIT+ Moderate Retirement Fund Class R1 Common Collective Trust | — | — | — | $540K | 3.4% | |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2217685 / PN 332 | Common Collective Trust | — | — | $540K | 3.4% | |
| International Growth Fund II Fee Class I1 Common Collective Trust | — | — | — | $428K | 2.7% | |
| INTL GR II FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $428K | 2.7% | |
| LA CORE BOND CIT GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $353K | 2.2% | |
| Fidelity Government Money Market Money Market | — | — | — | $332K | 2.1% | |
| FLEXFIT+AGGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2070598 / PN 339 | Common Collective Trust | — | — | $217K | 1.4% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $216K | 1.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $203K | 1.3% | |
| Fidelity Real Estate Investment Portfolio Fund Mutual Fund | — | — | — | $184K | 1.2% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $80K | 0.5% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $58K | 0.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $51K | 0.3% | |
| Calvert US Large-Cap Core Responsible Index Fund Mutual Fund | — | — | — | $45K | 0.3% | |
| maturing through December 2027 0 | — | — | — | $38K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | — | — | — | $32K | 0.2% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $8K | <0.1% | |
| FLEXFIT+CONS 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2276829 / PN 329 | Common Collective Trust | — | — | $7K | <0.1% | |
| flexFIT+ Aggressive Retirement Fund Class R1 Common Collective Trust | — | — | — | $6K | <0.1% | |
| FLEXFIT+AGGR RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2044121 / PN 337 | Common Collective Trust | — | — | $6K | <0.1% | |
| FLEXFIT+AGGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2114992 / PN 341 | Common Collective Trust | — | — | $6K | <0.1% | |
| FLEXFIT+CONS 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2248432 / PN 331 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2098838 / PN 340 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXFIT+CONS 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2261612 / PN 330 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXFIT+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2202842 / PN 333 | Common Collective Trust | — | — | $0 | <0.1% |
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