How big is Modern Management Inc.'s plan?

Modern Management Inc.'s plan reported $3.3M in assets and 7 participants for 2025.

Original filing (PDF)20260309113326NAL0002349280001

Modern Management Inc.

Name: Modern Management Inc. — Modern Management Inc. Cash, Form 5500 (2025)
Creator: Modern Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Modern Management Inc. Cash Balance Plan & Trust

Defined-benefit pension plan · Modern Management Inc.'s Modern Management Inc. Cash Balance Plan & Trust held $3.3M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

L Raymond Rosenbach signed Modern Management Inc.'s 2025 Form 5500 as plan administrator.

L Raymond Rosenbach — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Modern Management Inc.'s EIN is 36-2711107.

EIN 36-2711107

Plan number 002

Plan year 2025

ACK ID 20260309113326NAL0002349280001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Modern Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Modern Management Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score