The Modern Group 401(k) Plan
Sponsored by The Modern Group, Ltd. · EIN 760346549 · Plan #001
- Total assets
- $34.1M
- Net assets
- $34.1M
- Active participants
- 1,538
- With balances
- 596
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $104,982 |
| Ubs Financial Services Inc. | Investment advisory (participants) | $102,039 |
| Compensation Strategies Group, Ltd | Contract administrator | $26,472 |