Metric Engineering Savings And Retirement Plan
Sponsored by Metric Engineering, Inc. · EIN 591685550 · Plan #001
- Total assets
- $32.0M
- Net assets
- $32.0M
- Active participants
- 476
- With balances
- 432
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Securities Inc | Investment advisory (plan) | $57,951 |
| Empower Advisory Group, Llc | Investment management | $26,889 |
| Empower Annuity Insurance Company | Recordkeeping fees | $10,250 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $5,911 |