How big is Modsquad, Inc.'s plan?

Modsquad, Inc.'s plan reported $6.8M in assets and 188 participants for 2024.

Original filing (PDF)20251009111919NAL0010843472001

Modsquad, Inc.

Name: Modsquad, Inc. — Modsquad, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Modsquad, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Modsquad, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Modsquad, Inc.'s Modsquad, Inc. 401(k) Profit Sharing Plan and Trust held $6.8M in plan assets for 188 participants in 2024, with Empower as recordkeeper.

Active participants

188

Accounts w/ balance

132

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.7M

People on this filing

Patricia Stahm signed Modsquad, Inc.'s 2024 Form 5500 as plan administrator.

Patricia Stahm — 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

Modsquad, Inc.'s EIN is 80-0196337.

EIN 80-0196337

Plan number 001

Plan year 2024

ACK ID 20251009111919NAL0010843472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Modsquad, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Modsquad, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MODSQUAD, INC..

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

MODSQUAD, INC.

EIN

all filings

Address

901 H ST. · SUITE 120 #1045 · SACRAMENTO, CA · 95814

Phone

(916) 913-4465

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICES	—	CLEVELAND, OH	INVESTMENT ADVISOR	$16K	—

Investments

33 direct securities· $6.7M(99% of reported assets)

Other securities

$3.6M

14 holdings

Common Collective Trusts

$1.8M

5 holdings

Mutual Funds

$1.2M

13 holdings

Bonds / Notes

$140K

1 holding

					% of plan
iShares S&P 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	18.6%
BlackRock LifePath Index 2040 Fund Mutual Fund	Other securities	—	—	$1.1M	16.8%
BlackRock LifePath Index 2045 Fund Mutual Fund	Other securities	—	—	$654K	9.6%
Guaranteed Interest Fund Fixed Annuity	Other securities	—	—	$509K	7.5%
BlackRock LifePath Index Retirement Fund Mutual Fund	Other securities	—	—	$261K	3.8%
BlackRock LifePath Index 2060 Fund Mutual Fund	Other securities	—	—	$250K	3.7%
BlackRock LifePath Index 2035 Fund Mutual Fund	Other securities	—	—	$249K	3.7%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$244K	3.6%
American Funds New Perspective Fund Mutual Fund	Mutual Funds	—	—	$236K	3.5%
Janus Henderson Global Tech Innovation Fund Mutual Fund	Mutual Funds	—	—	$225K	3.3%
iShares U.S. Aggregate Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$187K	2.8%
BlackRock LifePath Index 2055 Fund Mutual Fund	Other securities	—	—	$140K	2.1%
Participant Loans/Notes receivable from * participants Interest rates from 4.25% to 9.50%	Bonds / Notes	—	—	$140K	2.1%
BlackRock LifePath Index 2050 Fund Mutual Fund	Other securities	—	—	$140K	2.1%
American Funds Europacific Growth Fund Mutual Fund	Mutual Funds	—	—	$122K	1.8%
American Funds Growth Fund of America Fund Mutual Fund	Mutual Funds	—	—	$105K	1.5%
State Street Hedged International Developed * Equity Index Fund Mutual Fund	Common Collective Trusts	—	—	$91K	1.3%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$89K	1.3%
Putnam Small Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$86K	1.3%
American Funds American Mutual Fund Mutual Fund	Mutual Funds	—	—	$83K	1.2%
Janus Henderson Multi Sector Income Fund Mutual Fund	Mutual Funds	—	—	$61K	0.9%
iShares Russell 2000 Small-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$60K	0.9%
Fidelity Advisor Energy Fund Mutual Fund	Mutual Funds	—	—	$55K	0.8%
JPMorgan Mid Cap Value Fund Mutual Fund	Other securities	—	—	$51K	0.8%
AB Global Bond Fund Mutual Fund	Other securities	—	—	$44K	0.6%
JPMorgan Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$43K	0.6%
PGIM Total Return Bond Fund Mutual Fund	Other securities	—	—	$42K	0.6%
PIMCO RAE PLUS Small Fund Mutual Fund	Mutual Funds	—	—	$40K	0.6%
American Funds Washington Mutual Fund Mutual Fund	Mutual Funds	—	—	$39K	0.6%
American Century Real Estate Fund Mutual Fund	Other securities	—	—	$35K	0.5%
PGIM High-Yield Fund Mutual Fund	Other securities	—	—	$33K	0.5%
Invesco Gold & Special Minerals Fund Mutual Fund	Mutual Funds	—	—	$20K	0.3%
Fidelity Advisor Utilities Fund Mutual Fund	Mutual Funds	—	—	$10K	0.1%