How big is Modernist Financial, LLC's plan?

Modernist Financial, LLC's plan reported $316K in assets and 6 participants for 2024.

Original filing (PDF)20250425221346NAL0009574033088

Modernist Financial, LLC

Name: Modernist Financial, LLC — Modernist Financial, Form 5500 (2024)
Creator: Modernist Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Modernist Financial 401(k) Plan

401(k) retirement plan · Modernist Financial, LLC's Modernist Financial 401(k) Plan held $316K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$316K

Net assets (EOY)

$316K

Plan identifiers

Modernist Financial, LLC's EIN is 27-4381288.

EIN 27-4381288

Plan number 001

Plan year 2024

ACK ID 20250425221346NAL0009574033088

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Modernist Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MODERNIST FINANCIAL, LLC.

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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