JEFF Herold signed Metricstream Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metricstream Inc.'s EIN is 94-3336265.
Download the official 2024 Form 5500 (PDF) for Metricstream Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metricstream Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % 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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $808K | 5.1% | |
| flexFIT+ Moderate Retirement Fund Class R1 Common Collective Trust | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $203K | 1.3% | |
| Fidelity Real Estate Investment Portfolio Fund Mutual Fund | Mutual Funds | — | — | $184K | 1.2% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $80K | 0.5% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $58K | 0.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $51K | 0.3% | |
| Calvert US Large-Cap Core Responsible Index Fund Mutual Fund | Common Collective Trusts | — | — | $45K | 0.3% | |
| maturing through December 2027 0 | Other securities | — | — | $38K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
