How big is Modere, Inc.'s plan?

Modere, Inc.'s plan reported $16.7M in assets and 307 participants for 2022.

Original filing (PDF)20231016183146NAL0077717714001

Modere, Inc.

Name: Modere, Inc. — Modere, Inc. 401(k) Profit Sharing, Form 5500 (2022)
Creator: Modere, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Modere, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Modere, Inc.'s Modere, Inc. 401(k) Profit Sharing Plan held $16.7M in plan assets for 307 participants in 2022.

Signals · 3

Late participant contributions29% employer stockNo recordkeeper disclosed

Active participants

307

Accounts w/ balance

264

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

People on this filing

Dwight Robins signed Modere, Inc.'s 2022 Form 5500 as plan administrator.

Dwight Robins — 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

Modere, Inc.'s EIN is 87-0529084.

EIN 87-0529084

Plan number 001

Plan year 2022

ACK ID 20231016183146NAL0077717714001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Modere, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Modere, Inc.'s plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MODERE, INC..

Finding similar companies…

How this plan invests

This plan

46 pooled trusts

Schedule D

5 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 171K (9% of contributions).
Total administrative cost in the bottom quartile of peers (22nd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

MODERE, INC.

EIN

all filings

Address

588 SOUTH 2000 WEST · SPRINGVILLE, UT · 84663

Phone

(801) 418-2000

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2J · 401(k) feature

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
MAYER HOFFMAN MCCANN P.C.	43-1947695	—	AUDITOR	$0	—

Investments

5 direct securities · 46 pooled funds· $16.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$16.4M

46 holdings

Common Stocks

$231K

3 holdings

Other securities

$156K

1 holding

Mutual Funds

$29K

1 holding

					% of plan
VANGUARD TARGET RET 2045 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$2.0M	12.0%
VANGUARD TARGET RET 2040 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$1.7M	10.3%
VANGUARD TARGET RET 2030 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$1.0M	6.1%
VANGUARD TARGET RET 2035 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$951K	5.7%
T. ROWE PRICE HEALTH SCI JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$923K	5.5%
500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$816K	4.9%
MONEY MARKET FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$731K	4.4%
AF THE GROWTH FUND OF AMERICA JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$535K	3.2%
MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$527K	3.2%
VANGUARD TARGET RET 2020 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$508K	3.0%
VANGUARD TARGET RET 2050 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$505K	3.0%
JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$421K	2.5%
ISHARES GOLD TRUST ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$365K	2.2%
VANGUARD TARGET RET INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$361K	2.2%
BLUE CHIP GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$319K	1.9%
T. ROWE PRICE SML CAP VAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$303K	1.8%
T. ROWE PRICE EQUITY INC JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$275K	1.6%
MUTUAL GLOBAL DISCOVERY JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$239K	1.4%
FIDELITY REAL ESTATE INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$229K	1.4%
AMERICAN CENTURY HERITAGE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$226K	1.4%
VANGUARD MID-CAP VALUE ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$221K	1.3%
VANGUARD TARGET RET 2055 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$220K	1.3%
PIMCO COMMODITY REAL RETURN JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$204K	1.2%
FRANKLIN SMALL-MID GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$194K	1.2%
AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$191K	1.1%
FIDELITY CONTRAFUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$189K	1.1%
John Hancock Life Ins. Co. EuroPacific Growth Fund	Common Stocks	—	—	$188K	1.1%
AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$188K	1.1%
VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$182K	1.1%
VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$179K	1.1%
VANGUARD TARGET RET 2060 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$176K	1.1%
FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$170K	1.0%
CLEARBRIDGE AGGRESSIVE GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$159K	1.0%
VANGUARD TARGET RET 2025 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$156K	0.9%
participant's account balance, maturing through November 2027 -0-	Other securities	—	—	$156K	0.9%
VANGUARD TARGET RET 2065 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$136K	0.8%
JPMORGAN U.S. EQUITY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$118K	0.7%
TEMPLETON GLOBAL BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$96K	0.6%
AF AMERICAN BALANCED FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$89K	0.5%
T. ROWE PRICE INTL VALUE EQY JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$89K	0.5%
BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$85K	0.5%
INVESCO SMALL CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$80K	0.5%
SPROTT GOLD EQUITY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$61K	0.4%
MAINSTAY MACKAY HY CORP BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$56K	0.3%
BLACKROCK INFL PROTECTED BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$52K	0.3%
CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$43K	0.3%
John Hancock Life Ins. Co. Invesco International Growth	Mutual Funds	—	—	$29K	0.2%
INVESCO EQV INTL EQUITY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$29K	0.2%
Dimicron, Inc. Dimicron, Inc. Common Stock Shares	Common Stocks	—	—	$24K	0.1%
VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$22K	0.1%