How big is Modern Dollar Planning, LLC's plan?

Modern Dollar Planning, LLC's plan reported $233K in assets and 2 participants for 2024.

Original filing (PDF)20250714170458NAL0001823872001

Modern Dollar Planning, LLC

Name: Modern Dollar Planning, LLC — Modern Dollar 401(k), Form 5500 (2024)
Creator: Modern Dollar Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Modern Dollar 401(k) Plan

401(k) retirement plan · Modern Dollar Planning, LLC's Modern Dollar 401(k) Plan held $233K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

Plan identifiers

Modern Dollar Planning, LLC's EIN is 47-2657729.

EIN 47-2657729

Plan number 001

Plan year 2024

ACK ID 20250714170458NAL0001823872001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Modern Dollar Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MODERN DOLLAR PLANNING, LLC

EIN

all filings

Address

1807 PARK AVENUE · ST. LOUIS, MO · 63104

Phone

(314) 827-5852

Industry

Finance & Insurance

Plan administrator