Back to filter
Original filing (PDF)20250731124747NAL0006072289001
MODERN TECHNOLOGY SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
MODERN TECHNOLOGY SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 3
50% in single holding91% employer stockNo recordkeeper disclosed
Active participants
2,125
Accounts w/ balance
2,435
Plan assets (EOY)
$407.1M
Net assets (EOY)
$402.1M
How this plan invests
This plan
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Modern Technology Solutions, Inc. common stock 357,236 shares of common stock" is 50% of plan.
- 91% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- 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 TECHNOLOGY SOLUTIONS, INC..
Plan sponsor
Name
MODERN TECHNOLOGY SOLUTIONS, INC.
EIN
54-1670018
Address
5285 SHAWNEE ROAD · SUITE 400 · ALEXANDRIA, VA · 223122328
Phone
(703) 564-3800
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
4 direct securities· $407.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Modern Technology Solutions, Inc. common stock 357,236 shares of common stock | — | — | $22.1M | $203.4M | 50.0% | |
| Modern Technology Solutions, Inc. common stock 295,203 shares of common stock | — | — | $11.0M | $168.0M | 41.3% | |
| SunTrust Bank Cash account | — | — | $33.4M | $33.4M | 8.2% | |
| Employer's contributions receivable Employer's contributions - | — | — | — | $2.3M | 0.6% |
Related plans
Similar-size Engineering Services plans
HOFFMAN & HOFFMAN, INC.
HOFFMAN HOFFMAN INC EMPLOYEE STOCK OWNERSHIP PLAN
$406.2M · 969 participants
MODERN TECHNOLOGY SOLUTIONS INC
MODERN TECHNOLOGY SOLUTIONS, INC. 401(K) PLAN
$402.2M · 2,134 participants
CAROLLO ENGINEERS, INC.
CAROLLO ENGINEERS, INC. 401(K) PROFIT SHARING PLAN
$398.2M · 1,519 participants
KCI TECHNOLOGIES, INC.
KCI TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$392.4M · 1,840 participants
SYSTEMS PLANNING AND ANALYSIS, INC.
SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN AND TRUST
$428.3M · 2,052 participants
IMEG CONSULTANTS CORP.
IMEG 401(K) PLAN
$380.2M · 2,497 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B