# Metis Equity Trust 401(k) Plan
Source: https://planprovider.pro/companies/metis-equity-trust-884417396-001

> Metis Equity Trust's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Metis Equity Trust

- **Sponsor EIN:** 884417396

- **Sponsor Address:** 501 W. BROADWAY, SAN DIEGO, CA, 92101

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $594.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|0|$594.5M|$0|$0|

| 2023|0|$324.9M|$0|$0|

## 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|

| METIS GLOBAL PARTNERS. LLC|Investment Advisor|$682,035|—|$682,035|

| THE NORTHERN TRUST COMPANY|Other Service Provider|$122,670|—|$122,670|

| WEAVER AND TIDWELL, LLP|Auditor|$13,236|—|$13,236|

### Verified Provider Profiles

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

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $817,941

- **Estimated Expense Ratio:** 0.138% 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|$134,442|—|—|$16,956|—|

| 2023|$72,411|—|—|$12,148|—|

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