How big is The New Modern Home's plan?

The New Modern Home's plan reported $125K in assets and 3 participants for 2024.

Original filing (PDF)20250624123422NAL0007247185001

The New Modern Home

Name: The New Modern Home — The New Modern Home Retirement, Form 5500 (2024)
Creator: The New Modern Home
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The New Modern Home Retirement Trust

401(k) retirement plan · The New Modern Home's The New Modern Home Retirement Trust held $125K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

People on this filing

Plan Sponsor signed The New Modern Home's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

The New Modern Home's EIN is 81-2055679.

EIN 81-2055679

Plan number 001

Plan year 2024

ACK ID 20250624123422NAL0007247185001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The New Modern Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The New Modern Home's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE NEW MODERN HOME.

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

THE NEW MODERN HOME

EIN

all filings

Address

208 S COTTONWOOD DR · 300 · RICHARDSON, TX · 75080

Phone

(469) 360-4660

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator