Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MODJESKI AND MASTERS RETIREMENT AND INCENTIVE SAVINGS PLAN | 401k | $77.2M | 338 | 2024 | |
| 002 | MODJESKI AND MASTERS INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $32.7M | 280 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MODJESKI AND MASTERS, INC. PREMIUM CONVERSION PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $281K | 498 | 2025 |