How big is Modeso LLC's plan?

Modeso LLC's plan reported $794K in assets and 5 participants for 2025.

Original filing (PDF)20260407081740NAL0010499459001

Modeso LLC

Name: Modeso LLC — Modeso LLC Retirement Savings Plan, Form 5500 (2025)
Creator: Modeso LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Modeso LLC Retirement Savings Plan

401(k) retirement plan · Modeso LLC's Modeso LLC Retirement Savings Plan held $794K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$794K

Net assets (EOY)

$794K

Plan identifiers

Modeso LLC's EIN is 01-0907088.

EIN 01-0907088

Plan number 001

Plan year 2025

ACK ID 20260407081740NAL0010499459001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Modeso LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Modeso LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

MODESO LLC

EIN

all filings

Address

74 ATLANTIC AVENUE · SUITE 206 · MARBLEHEAD, MA · 01945

Phone

(914) 368-7249

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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