Plan Snapshot
- Plan Sponsor: Metrie INC.
- Sponsor EIN: 910849242
- Sponsor Address: 2390 PEACE PORTAL DRIVE PMB 304, BLAINE, WA, 98230
- Plan Type: 401(k)
- Total Participants: 1,244
- Total Assets: $84.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,244 | $84.9M | $2.3M | $3.8M |
| 2023 | 1,179 | $71.7M | $2.6M | $3.9M |
| 2022 | 1,181 | $56.2M | $1.5M | $3.3M |
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 |
|---|---|---|---|---|
| KBF CPAS-AUDIT, LLP | Auditor | — | — | $0 |
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 | $47,376 | $25,199 | $19,694 | — | — |
| 2023 | $21,340 | $9,115 | $9,925 | — | — |
| 2022 | $8,165 | — | — | — | — |