How big is Modernize Wealth, LLC's plan?

Modernize Wealth, LLC's plan reported $793 in assets and 3 participants for 2023.

Original filing (PDF)20241008170232NAL0030600512002

Modernize Wealth, LLC

Name: Modernize Wealth, LLC — Modernize Wealth, LLC 401(k), Form 5500 (2023)
Creator: Modernize Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Modernize Wealth, LLC 401(k) Plan

401(k) retirement plan · Modernize Wealth, LLC's Modernize Wealth, LLC 401(k) Plan held $793 in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$793

Net assets (EOY)

$793

Plan identifiers

Modernize Wealth, LLC's EIN is 82-3449591.

EIN 82-3449591

Plan number 001

Plan year 2023

ACK ID 20241008170232NAL0030600512002

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Modernize Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Modernize Wealth, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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. 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