How big is Modern Mortgage Financial LLC's plan?

Modern Mortgage Financial LLC's plan reported $51K in assets and 46 participants for 2024.

Original filing (PDF)20250718183107NAL0001027603001

Modern Mortgage Financial LLC

Name: Modern Mortgage Financial LLC — Form 5500 (2024)
Creator: Modern Mortgage Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Modern Mortgage Financial LLC held $51K in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

People on this filing

Nick Rice signed Modern Mortgage Financial LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Modern Mortgage Financial LLC's EIN is 85-3494721.

EIN 85-3494721

Plan number 001

Plan year 2024

ACK ID 20250718183107NAL0001027603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Modern Mortgage Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Modern Mortgage Financial LLC'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 MODERN MORTGAGE FINANCIAL 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