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  1. Companies/
  2. Modern Tax Group LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Modern Tax Group LLC

EIN 47-1595058-financial services-Latest filing 2025
Plans
1
Retirement
1
$777K assets
Welfare
0
Participants
33
7557 RAMBLER ROAD, SUITE 1000 - DALLAS, TX 75231972-961-1760moderntaxgroup.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$777K - 33 part

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Retirement#001

MODERN TAX GROUP LLC 401(K) PLAN

401(k)

Assets$777K
Participants33
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MODERN TAX GROUP LLC 401(K) PLAN401(k)$777K332025
Retirement plans
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