How big is Modus Advisors, LLC's plan?

Modus Advisors, LLC's plan reported $6.7M in assets and 8 participants for 2025.

Original filing (PDF)20260420170139NAL0000833555001

Modus Advisors, LLC

Name: Modus Advisors, LLC — Modus Advisors 401(k) Plan, Form 5500 (2025)
Creator: Modus Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Modus Advisors 401(k) Plan

401(k) retirement plan · Modus Advisors, LLC's Modus Advisors 401(k) Plan held $6.7M in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

TAD Weiss signed Modus Advisors, LLC's 2025 Form 5500 as plan administrator.

TAD Weiss — 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

Modus Advisors, LLC's EIN is 37-1566410.

EIN 37-1566410

Plan number 001

Plan year 2025

ACK ID 20260420170139NAL0000833555001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Modus Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Modus Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MODUS ADVISORS, 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