Back to filter
Original filing (PDF)20250501131207NAL0004639008001
MODERN LIFESTYLE CONSTRUCTION
Form 5500-SF
FILING_RECEIVED
MODERN LIFESTYLE CONSTRUCTION 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODERN LIFESTYLE CONSTRUCTION.
Plan sponsor
Name
MODERN LIFESTYLE CONSTRUCTION
EIN
46-5154371
Address
1608 W CAMPBELL AVE PMB 253 · CAMPBELL, CA · 950081535
Phone
(650) 346-4824
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
STB WIZARD INC
STB WIZARD, INC. 401(K) PLAN
$1.4M · 3 participants
NATIONAL AUTO BODY, INC.
NATIONAL AUTO BODY, INC. 401(K) PLAN
$1.3M · 20 participants
KISENWETHERS AUTO BODY, INC.
KISENWETHER'S AUTO BODY, INC. 401(K) PROFIT SHARING PLAN
$1.3M · 6 participants
LATUFF BROTHERS, INC.
LATUFF BROTHERS, INC. RETIREMENT PLAN
$1.3M · 17 participants
CASCADES AUTO BODY, INC.
CASCADES AUTO BODY, INC. 401(K) PLAN
$1.3M · 13 participants
MASCARI AUTO BODY, INC.
MASCARI AUTO BODY, INC. 401(K) PLAN
$1.3M · 29 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
