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Department of Labor filing

METAPHASE CONSULTING, LLC

METAPHASE 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Jan 14, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

58filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$4,668

Reported employer contributions per active participant.

Higher than about 71% of comparable plans
#People in the filing
320

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$271 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 28% of comparable plans
↗Investment performance
Not available

Plan assets changed 56.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202458out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions71st percentileTypical peer $3,137 · based on 5,509 comparable plans
Lower reported administrative expense28th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, METAPHASE CONSULTING, LLC reported $1,493,768 in employer contributions across the plan and 320 active participants. That works out to $4,668 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 53.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 4.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context58/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$1,493,768
Participant contributions
$3,008,975
Other contributions
$1,122,465
Employer share of reported contributions
33.2%
Beginning assets
$10,939,201
Ending assets
$17,125,328
Ending net assets
$17,125,328
Ending liabilities
$0
Total income
$7,664,124
Total expenses
$1,477,997
Administrative expenses
$99,853
Participant loans
$118,200

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$3,043
2023
$3,732
2024
$4,668
Plan-paid administrative expenses per participant
2022
$284
2023
$244
2024
$271
Active participants
2022
204
2023
288
2024
320
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$4,66832017.1M20260114111114NAL0015288209001
2023$3,73228810.9M20240913123037NAL0009913873001
2022$3,0432045.5M20231014093429NAL0035437153001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.7%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
463528774-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2014
Industry
Professional, scientific, and technical services
Amended filing
Yes
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
ARIEL DISTRIBUTORS, LLC2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
CALVERT DISTRIBUTORS, INC.2024Not reportedunknown
FEF DISTRIBUTORS, LLC2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
LORD ABBETT DISTRIBUTOR, LLC2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
PUTNAM RETAIL MANAGEMENT2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20260114111114NAL0015288209001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗