# Modigent LLC 401(k) Plan
Source: https://planprovider.pro/companies/pueblo-mechanical-controls-llc-401k-plan

> Modigent LLC's 401(k) plan: 1,448 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Modigent LLC

- **Sponsor EIN:** 861027390

- **Sponsor Address:** 410 NORTH 44TH STREET, SUITE 650, PHOENIX, AZ, 85008

- **Plan Type:** 401(k)

- **Total Participants:** 1,448

- **Total Assets:** $50.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,448|$50.9M|$2.9M|$5.3M|

| 2023|1,245|$29.9M|$1.9M|$3.6M|

| 2022|623|$13.3M|$815,212|$1.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ASSETMARK RETIREMENT SERVICES, INC.|NONE|$261,579|—|$261,579|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $261,579

- **Estimated Expense Ratio:** 0.514% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$261,579|$117,773|—|—|—|

| 2023|$176,455|$82,607|—|—|—|

| 2022|$106,569|—|—|—|—|

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