How big is Modern Financial, LLC's plan?

Modern Financial, LLC's plan reported $173K in assets and 3 participants for 2024.

Original filing (PDF)20250627112614NAL0009354481001

Modern Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Modern Financial, LLC Retirement Trust

401(k) retirement plan · Modern Financial, LLC's Modern Financial, LLC Retirement Trust held $173K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$173K

Net assets (EOY)

$173K

People on this filing

Plan Sponsor signed Modern Financial, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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 Financial, LLC's EIN is 87-3146468.

EIN 87-3146468

Plan number 001

Plan year 2024

ACK ID 20250627112614NAL0009354481001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Modern 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 FINANCIAL, LLC.

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Plan health score

Top-tier plan health

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

Helping the score