Plan Snapshot
- Plan Sponsor: Metasource, LLC
- Sponsor EIN: 260771758
- Sponsor Address: 12162 SOUTH BUSINESS PARK DRIVE, DRAPER, UT, 84020
- Plan Type: 401(k)
- Total Participants: 668
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 668 | $16.1M | $85,149 | $1.3M |
| 2023 | 621 | $14.3M | $20,116 | $1.3M |
| 2022 | 601 | $11.7M | $461,824 | $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 |
|---|---|---|---|---|
| RICHEY, MAY & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY, MAY & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $112,001 | $52,566 | — | — | — |
| 2023 | $93,084 | $43,128 | — | — | — |
| 2022 | $84,629 | $50,610 | $34,019 | — | — |