Modera Wealth Management, LLC (EIN 27-3774197) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $49.4M in plan assets and 696 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Modera Wealth Management, LLC 401(k) Plan | 001 | 235 | $49.4M |
| Modera Wealth Management, LLC Metlife Plan | 502 | 255 | $0 |
| Modera Wealth Management, LLC Cigna Plan | 501 | 206 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
27-3774197 is the Employer Identification Number (EIN) Modera Wealth Management, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New Jersey EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
