# Metasource, LLC 401(k) Plan
Source: https://planprovider.pro/companies/metasource-llc-401k-plan

> Metasource, LLC's 401(k) plan: 668 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$59,435|—|$59,435|

| KESTRA ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$52,566|—|$52,566|

| 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](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $112,001

- **Estimated Expense Ratio:** 0.696% 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|$112,001|$52,566|—|—|—|

| 2023|$93,084|$43,128|—|—|—|

| 2022|$84,629|$50,610|$34,019|—|—|

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