Plan Snapshot
- Plan Sponsor: The Modern Group, Ltd. (EIN 760346549)
- Plan Type: 401(k)
- Total Participants: 1,538
- Total Assets: $34.1M
- Sponsor State: TX
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1,538 | $34.1M | $698,009 | $3.1M |
| 2023 | 1,540 | $29.6M | $660,331 | $3.0M |
| 2022 | 1,348 | $24.7M | $635,009 | $2.7M |
Service Providers
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER ($104,982)
- UBS FINANCIAL SERVICES INC. — RIA ($102,039)
- COMPENSATION STRATEGIES GROUP, LTD — TPA ($26,472)
- LAWRENCE BLACKBURN MEEK MAXEY & CO — Auditor