Modera Wealth Management, LLC's EIN is 27-3774197.
Download the official 2024 Form 5500 (PDF) for Modera Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Modera Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
