Modern Building, Inc. 401(k) Profit Sharing Plan
Sponsored by Modern Building, Inc. · EIN 942209753 · Plan #002
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 107
- With balances
- 113
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sweeney & Michel, Llc CRD 282595 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sweeney & Michel Llc | Investment advisory (plan) | $32,631 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $20,671 |