How big is Modern Wealth Business, LLC's plan?

Modern Wealth Business, LLC's plan reported $7.8M in assets and 144 participants for 2024.

Original filing (PDF)20251006120210NAL0002039667001

Modern Wealth Business, LLC

Name: Modern Wealth Business, LLC — Modern Wealth 401(k), Form 5500 (2024)
Creator: Modern Wealth Business, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Modern Wealth 401(k) Plan

401(k) retirement plan · Modern Wealth Business, LLC's Modern Wealth 401(k) Plan held $7.8M in plan assets for 144 participants in 2024.

Signals · 1

No auditor on file

Active participants

144

Accounts w/ balance

138

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

Michael J. Capelle signed Modern Wealth Business, LLC's 2024 Form 5500 as plan administrator.

Michael J. Capelle — 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 Wealth Business, LLC's EIN is 92-2228304.

EIN 92-2228304

Plan number 001

Plan year 2024

ACK ID 20251006120210NAL0002039667001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Modern Wealth Business, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WEALTH BUSINESS, LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off