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Original filing (PDF)20251015164658NAL0006815296001
THE MODEL GROUP, INC.
Form 5500
FILING_RECEIVED
THE MODEL GROUP EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
150
Accounts w/ balance
154
Plan assets (EOY)
$15.3M
Net assets (EOY)
$4.4M
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 (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "of similar entity of Investment Cost Value * The Model Group, Inc. Common Stock of The Model Group, Inc." is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MODEL GROUP, INC..
Plan sponsor
Name
THE MODEL GROUP, INC.
EIN
31-0931780
Address
1826 RACE STREET, 3RD FLOOR · CINCINNATI, OH · 45202
Phone
(513) 559-4569
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BARNES, DENNIG & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $15.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar entity of Investment Cost Value * The Model Group, Inc. Common Stock of The Model Group, Inc. | — | — | $15.8M | $15.3M | 100.0% |
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