How big is Modern Tax Advisors' plan?

Modern Tax Advisors' plan reported $98K in assets and 13 participants for 2025.

Original filing (PDF)20260504220822NAL0000370224053

Modern Tax Advisors

Name: Modern Tax Advisors — Modern Tax Advisors 401(k), Form 5500 (2025)
Creator: Modern Tax Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Modern Tax Advisors 401(k) Plan

401(k) retirement plan · Modern Tax Advisors' Modern Tax Advisors 401(k) Plan held $98K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$98K

Net assets (EOY)

$98K

Plan identifiers

Modern Tax Advisors' EIN is 83-2952214.

EIN 83-2952214

Plan number 001

Plan year 2025

ACK ID 20260504220822NAL0000370224053

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Modern Tax Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Modern Tax Advisors' 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 MODERN TAX ADVISORS.

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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

Helping the score