Assets by plan
Share of aggregate retirement assets
89%top
Sponsor portfolio
MODERN MANAGEMENT INC.
EIN 36-2711107accountingLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MODERN MANAGEMENT INC. CASH BALANCE PLAN & TRUST
CashBalance
Assets$3.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MODERN MANAGEMENT INC PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$431K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MODERN MANAGEMENT INC. CASH BALANCE PLAN & TRUST | CashBalance | $3.3M | 7 | 2025 | |
| 001 | MODERN MANAGEMENT INC PROFIT SHARING PLAN & TRUST | ProfitSharing | $431K | 9 | 2025 |
Retirement plans