Back to filter
Original filing (PDF)20250917105916NAL0000393985001
MODCOMP, INC.
Form 5500
FILING_RECEIVED
MODCOMP, INC. INVESTMENT AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
86
Accounts w/ balance
110
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Alger Capital Capital Appreciation Fund Class Z" is 28% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODCOMP, INC..
Plan sponsor
Name
MODCOMP, INC.
EIN
58-2336703
Address
1182 E NEWPORT CENTER · DR. DEERFIELD BEACH, FL · 33442
Phone
(954) 571-4600
Industry
Professional & Technical Servicessee 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
2025-09-17
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KAHN, LITWIN, RENZA & CO., LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $10K | — |
Investments
32 direct securities· $13.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Alger Capital Appreciation Fund Class Z | — | — | — | $3.7M | 28.0% | |
| Vanguard Mid-Cap Value Index Fund Admiral | — | — | — | $1.3M | 10.3% | |
| Vanguard Value Index Fund Admiral | — | — | — | $962K | 7.3% | |
| Fidelity Target Retirement 2030 Fund | — | — | — | $763K | 5.8% | |
| Fidelity 500 Index Fund Admiral | — | — | — | $738K | 5.6% | |
| Vanguard Small Cap Value Index Fund Admiral | — | — | — | $695K | 5.3% | |
| Fidelity Target Retirement 2040 Fund Admiral | — | — | — | $636K | 4.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $612K | 4.7% | |
| Fidelity Target Retirement 2050 Fund | — | — | — | $381K | 2.9% | |
| Invesco Discovery Mid Cap Growth Fund R6 | — | — | — | $338K | 2.6% | |
| Fidelity International Index Fund | — | — | — | $331K | 2.5% | |
| Fidelity Target Retirement 2055 Fund | — | — | — | $301K | 2.3% | |
| American Fund New World Fund Class R6 | — | — | — | $271K | 2.1% | |
| Vanguard International Growth Fund Admiral | — | — | — | $261K | 2.0% | |
| Fidelity Target Retirement 2035 Fund | — | — | — | $187K | 1.4% | |
| various dates through October 2028, collateralized by participant account balances | — | — | — | $179K | 1.4% | |
| Vanguard Balanced Index Fund Admiral | — | — | — | $175K | 1.3% | |
| John Hancock Bond Fund Class R6 | — | — | — | $170K | 1.3% | |
| Fidelity Target Retirement 2045 Fund | — | — | — | $167K | 1.3% | |
| Vanguard Federal Money Market Fund | — | — | — | $164K | 1.2% | |
| Fidelity Target Retirement 2060 Fund | — | — | — | $153K | 1.2% | |
| MFS Massachusetts Investors Growth Stock Fund R6 | — | — | — | $116K | 0.9% | |
| PGIM Jennison Small Company Fund R6 | — | — | — | $113K | 0.9% | |
| Fidelity Target Retirement 2025 Fund | — | — | — | $112K | 0.8% | |
| Lord Abbett Bond Debenture Fund | — | — | — | $108K | 0.8% | |
| Fidelity Leveraged Company Stock | — | — | — | $57K | 0.4% | |
| Fidelity Target Retirement 2015 Fund | — | — | — | $44K | 0.3% | |
| Fidelity Target Retirement 2020 Fund | — | — | — | $37K | 0.3% | |
| Fidelity Target Retirement 2065 Fund | — | — | — | $34K | 0.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $9K | <0.1% | |
| American Fund New Perspective Fund Class R6 | — | — | — | $4K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio | — | — | — | $2K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Professional & Technical Services plans
BRISTLECONE, INC.
BRISTLECONE 401(K) PLAN
$13.2M · 149 participants
CMA TECHNOLOGY SOLUTIONS
CHERBONNIER, MAYER & ASSOCIATES, INC. 401K PLAN
$13.2M · 89 participants
INTERIMAGE, INC.
INTERIMAGE, INC. 401(K) PROFIT SHARING PLAN
$13.2M · 57 participants
PCA TECHNOLOGY GROUP, INC.
PCA TECHNOLOGY GROUP, INC. 401(K) PLAN
$13.2M · 45 participants
AVERTIUM, LLC
AVERTIUM, LLC 401(K) PLAN
$13.3M · 125 participants
DYNAMIC COMPUTING SERVICES CORPORATION
DCS EMPLOYEE SAVINGS AND RETIREMENT PLAN
$13.0M · 77 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants