Sponsor portfolio
MODERN FINANCIAL ASSET MANAGEMENT, LLC
EIN 87-3146468financial servicesLatest filing 2025
Plans
1
Retirement
1
$283K assets
Welfare
0
Participants
3
16055 OLD FOREST POINT - MONUMENT, CO 80132719-572-0071modernfinancialco.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MODERN FINANCIAL ASSET MANAGEMENT, LLC RETIREMENT TRUST | 401k | $283K | 3 | 2025 |
Retirement plans