How big is Modern Group Ltd.'s plan?

Modern Group Ltd.'s plan reported $14.1M in assets and 239 participants for 2023.

Original filing (PDF)20250729152052NAL0005018640001

Modern Group Ltd.

Name: Modern Group Ltd. — Modern Group Ltd. Employee Stock, Form 5500 (2023)
Creator: Modern Group Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Modern Group Ltd. Employee Stock Ownership Plan

Defined-contribution retirement plan · Modern Group Ltd.'s Modern Group Ltd. Employee Stock Ownership Plan held $14.1M in plan assets for 239 participants in 2023.

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

239

Accounts w/ balance

413

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

Plan identifiers

Modern Group Ltd.'s EIN is 23-2116893.

EIN 23-2116893

Plan number 001

Plan year 2023

ACK ID 20250729152052NAL0005018640001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Modern Group Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Modern Group Ltd.'s plan includes profit-sharing, a leveraged ESOP.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MODERN GROUP LTD.

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

100% of assets in employer securities (concentration risk).

Helping the score

Below-peer total plan cost (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

MODERN GROUP LTD

EIN

all filings

Address

2501 DURHAM RD · BRISTOL, PA · 190076903

Phone

(215) 943-9100

Industry

Wholesale Trade

Plan administrator