How big is Modfin Inc.'s plan?

Modfin Inc.'s plan reported $29K in assets and 2 participants for 2024.

Original filing (PDF)20250418220910NAL0000017763021

Modfin Inc.

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

Form 5500-SF

FILING_RECEIVED

Modfin 401(k) Plan

401(k) retirement plan · Modfin Inc.'s Modfin 401(k) Plan held $29K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

People on this filing

QIAN LIU signed Modfin Inc.'s 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Modfin Inc.'s EIN is 82-1584460.

EIN 82-1584460

Plan number 001

Plan year 2024

ACK ID 20250418220910NAL0000017763021

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MODFIN INC.

EIN

all filings

Address

374 TIOGA CT · PALO ALTO, CA · 94306

Phone

(607) 232-3171

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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