# Metaphase Consulting, LLC 401(k) Plan
Source: https://planprovider.pro/companies/metaphase-consulting-llc-401k-plan

> Metaphase Consulting, LLC's 401(k) plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Metaphase Consulting, LLC

- **Sponsor EIN:** 463528774

- **Sponsor Address:** 11911 FREEDOM DR, RESTON, VA, 20190

- **Plan Type:** 401(k)

- **Total Participants:** 320

- **Total Assets:** $17.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|320|$17.1M|$1.5M|$3.0M|

| 2023|288|$10.9M|$1.1M|$2.3M|

| 2022|204|$5.5M|$620,849|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$50,638|$74|$50,712|

| ADP, INC.|RECORD KEEPER|$49,214|—|$49,214|

| AXXIS FINANCIAL|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $99,926

- **Estimated Expense Ratio:** 0.583% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$99,853|$50,638|—|—|—|

| 2023|$61,958|—|—|—|—|

| 2022|$42,958|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/metaphase-consulting-llc-401k-plan)

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