· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MODULUS CONSULTING, LLC — MODULUS CONSULTING, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250711130727NAL0007380001001
MODULUS CONSULTING, LLC
Form 5500-SF
FILING_RECEIVED
MODULUS CONSULTING, LLC 401(K) PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
29
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MODULUS CONSULTING, LLC
.
Find decision makers
Plan sponsor
Name
MODULUS CONSULTING, LLC
EIN
27-3237392
Address
44 MONTGOMERY STREET · SUITE 300 · SAN FRANCISCO, CA · 94104
Phone
(415) 796-6482
Industry
Professional & Technical Services
see 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
2025-07-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
LAURAS INTERNATIONAL LLP
LAURAS INTERNATIONAL USA B&N PLAN
$2.3M · 5 participants
GTO LLC
CARITAS 401(K) PLAN
$2.3M · 1 participants
ORBITAL MANAGEMENT AND ADVERTISING CORP.
ORBITAL MANAGEMENT AND ADVERTISING DEFINED BENEFIT PLAN
$2.3M · 3 participants
CIRCULANT SOLUTIONS, INC.
CIRCULANT SOLUTIONS, INC. CASH BALANCE PLAN
$2.3M · 8 participants
HERMES INNOVATIONS LLC
HERMES INNOVATIONS LLC-401K PLAN
$2.3M · 6 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MIKAELA KINER COACHING AND CONSULTING, LLC DBA REVERB
REVERB 401(K) PLAN
$2.3M · 18 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
