Teresa Crotts signed Modern Executive Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Modern Executive Solutions LLC's EIN is 85-3776059.
Download the official 2024 Form 5500 (PDF) for Modern Executive Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Modern Executive Solutions LLC's plan includes a default investment (QDIA), a 401(k) feature, a self-directed brokerage window, profit-sharing, automatic enrollment, ERISA 404(c) participant direction.
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.
