How big is Modern Heritage, LLC's plan?

Modern Heritage, LLC's plan reported $1.1M in assets and 15 participants for 2025.

Original filing (PDF)20260409084301NAL0010092801001

Modern Heritage, LLC

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

Form 5500-SF

FILING_RECEIVED

Modern Heritage LLC 401(k)Profit Sharing Plan

401(k) retirement plan · Modern Heritage, LLC's Modern Heritage LLC 401(k)Profit Sharing Plan held $1.1M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Fiona Selmes signed Modern Heritage, LLC's 2025 Form 5500 as plan administrator.

Fiona Selmes — 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 Heritage, LLC's EIN is 47-4323654.

EIN 47-4323654

Plan number 002

Plan year 2025

ACK ID 20260409084301NAL0010092801001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Modern Heritage, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 HERITAGE, 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