Back to filter
Original filing (PDF)20250924130009NAL0008689552001
MODERN EXECUTIVE SOLUTIONS LLC
Form 5500
FILING_RECEIVED
MODERN EXECUTIVE SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
100
Accounts w/ balance
69
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODERN EXECUTIVE SOLUTIONS LLC.
Plan sponsor
Name
MODERN EXECUTIVE SOLUTIONS LLC
EIN
85-3776059
Address
3343 PEACHTREE ROAD NE · STE 145-338 · ATLANTA, GA · 30326
Phone
(706) 810-4220
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-02-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
2S · Automatic enrollment
2F · ERISA section 404(c)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Admin Support & Waste Mgmt plans
LADDER FOR WORK, INC.
LADDER FOR WORK, INC. 401(K) PLAN
$0
PROFESSIONAL STAFFING SERVICES, CA
PROFESSIONAL STAFFING SERVICES CA MONEY PURCHASE P
$0
CHIQUE DROGUE
CHIQUE DROGUE 401(K) PLAN
$0 · 2 participants
BOLL WEEVIL ERADICATION F
BOLL WEEVIL ERADICATION F GCF BENEFIT PLAN
$0
VOLUME RECRUITMENT SERVICES IN
VOLUME RECRUITMENT SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST
$0
TX CITYWIDE PRO SERVICES, CORP.
TX CITYWIDE PRO SERVICES, CORP. 401(K) PLAN
$0 · 11 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants