Sandra Greene signed Modern Technology Solutions Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Modern Technology Solutions Inc.'s EIN is 54-1670018.
Download the official 2024 Form 5500 (PDF) for Modern Technology Solutions Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Modern Technology Solutions Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $518K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MODERN TECHNOLOGY SOLUTIONS, INC. | 54-1670018 | — | ACCOUNTANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FA, INC. | 35-1151034 | — | OTHER SERVICES | $0 | — |
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $39.3M | 9.8% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $34.9M | 8.7% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $30.1M | 7.5% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $27.4M | 6.8% | |
| Fidelity Blue chip Growth K FD | Mutual Funds | — | — | $24.1M | 6.0% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $22.0M | 5.5% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $21.6M | 5.4% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $20.3M | 5.1% | |
| Principal Trust Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $20.3M | 5.1% | |
| Principal Trust Company Principal Self-directed Broker Acct | Self-Directed Brokerage | — | — | $18.6M | 4.6% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $16.4M | 4.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $13.8M | 3.4% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $10.4M | 2.6% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $10.2M | 2.5% | |
| Fidelity MID CP Index Fund | Common Collective Trusts | — | — | $9.7M | 2.4% | |
| Fidelity SM Cap Index Fund | Common Collective Trusts | — | — | $9.2M | 2.3% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $8.7M | 2.2% | |
| Fidelity International Idx FD | Common Collective Trusts | — | — | $8.6M | 2.1% | |
| The American Funds American Funds Europacific Grth R6 FD | Mutual Funds | — | — | $7.3M | 1.8% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $7.0M | 1.7% | |
| Invesco Small Cap Value R6 Fd | Mutual Funds | — | — | $6.1M | 1.5% | |
| The American Funds American Funds NEWPRSP R6 FND | Mutual Funds | — | — | $5.4M | 1.3% | |
| Vanguard Group Explorer Admiral Fund | Mutual Funds | — | — | $4.4M | 1.1% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $4.2M | 1.0% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $4.1M | 1.0% | |
| The American Funds American High Income Trust | Mutual Funds | — | — | $3.6M | 0.9% | |
| Notes receivable from participants, due * Participant Loans through September 2033, with interest rates 3.25% to 8.50%. | Bonds / Notes | — | — | $3.6M | 0.9% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $2.2M | 0.5% | |
| PGIM Total Ret Bond Z FD | U.S. Treasuries | — | — | $1.7M | 0.4% | |
| Cohen & Steers Realty Cohen & Steers Realty SH Fund | Other securities | — | — | $1.4M | 0.3% | |
| The American Funds American Funds NEWWORLD R6 | Mutual Funds | — | — | $1.3M | 0.3% | |
| Vanguard Group International Value Inv Fund | Mutual Funds | — | — | $1.0M | 0.3% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.0M | 0.3% | |
| The American Funds American Funds Cap Wld Bnd R6 Fund | Mutual Funds | — | — | $999K | 0.2% | |
| Fidelity ADV INTL SC OPP I FD | Mutual Funds | — | — | $541K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $363K | <0.1% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $255K | <0.1% | |
| (E) | Other securities | — | — | $14K | <0.1% | |
| Principal Trust Company Principal Gov Money Market R6 | Cash / Money Market | — | — | $14K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% |
