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Original filing (PDF)20250924170105NAL0003157859001
MODEA HOLDINGS, INC.
Form 5500
FILING_RECEIVED
MODEA HOLDINGS, INC 401(K) PLAN
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
134
Accounts w/ balance
156
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Adm Vanguard 0" is 25% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODEA HOLDINGS, INC..
Plan sponsor
Name
MODEA HOLDINGS, INC.
EIN
20-4390111
Address
2270 KRAFT DRIVE · SUITE 1450 · BLACKSBURG, VA · 24060
Phone
(540) 443-5000
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KEITER CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $7K | — |
Investments
28 direct securities· $12.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $3.0M | 25.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.6M | 13.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.5M | 12.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.2M | 9.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $766K | 6.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $741K | 6.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $623K | 5.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $457K | 3.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $409K | 3.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $306K | 2.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $237K | 2.0% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $199K | 1.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $186K | 1.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $165K | 1.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $153K | 1.3% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $110K | 0.9% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $92K | 0.8% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $82K | 0.7% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $81K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $48K | 0.4% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $22K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $11K | <0.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $5K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| Vanguard Balanced Index Adm Vanguard 0 853 Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $2K | <0.1% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $2K | <0.1% |
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