Back to filter
Original filing (PDF)20250422221640NAL0002775011034
MODCOUNSEL, INC.
Form 5500-SF
FILING_RECEIVED
MODCOUNSEL 401(K) PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
4
Plan assets (EOY)
$15K
Net assets (EOY)
$15K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 MODCOUNSEL, INC..
Plan sponsor
Name
MODCOUNSEL, INC.
EIN
86-1897748
Address
3527 MT DIABLO BLVD · SUITE 447 · LAFAYETTE, CA · 94549
Phone
(408) 529-6706
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
PALMERS CHEMICAL INC
PALMERS CHEMICAL INC. -401K
$15K · 2 participants
BEAUTY BEACH LOUNGE LLC
BEAUTY BEACH LOUNGE LLC 401K PLAN
$15K · 18 participants
EVEN FLOW PLUMBING AND HYDRONI
EVEN FLOW PLUMBING AND HYDRONI 401(K) PROFIT SHARING PLAN & TRUST
$15K · 2 participants
WCA INCORPORATED
WCA INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST
$15K · 155 participants
DEVON STREET HOMES LP
DEVON STREET HOMES LP 401(K) PROFIT SHARING PLAN & TRUST
$15K · 31 participants
DAVIS SPENCER LLC
DAVIS SPENCER LLC 401(K) PLAN
$15K · 13 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B