Original filing (PDF)20251008091336NAL0009082192001

MARK MODLIN, INC.

Name: MARK MODLIN, INC. — MARK A. MODLIN, INC. 401(K) PLAN, Form 5500 (2024)
Creator: MARK MODLIN, INC.

Form 5500-SF

FILING_RECEIVED

MARK A. MODLIN, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARK MODLIN, INC..

Plan sponsor

Name

MARK MODLIN, INC.

EIN

61-1007897

Address

130 DUDLEY ROAD, SUITE 180 · CRESTVIEW HILLS, KY · 41017

Phone

(859) 341-7170

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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