Filings through Sep 24, 2026.

Retirement plan

Retirement Income Security Plan-Mod Pizza

Name: MOD SUPER FAST PIZZA, LLC - RETIREMENT INCOME SECURITY PLAN-MOD PIZZA (2024) Form 5500
Creator: MOD SUPER FAST PIZZA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT INCOME SECURITY PLAN-MOD PIZZA, MOD SUPER FAST PIZZA, LLC

Mod Super Fast Pizza, LLCEIN 26-2450462Plan #003PY 2024

2035 158TH CT NE, SUITE 200 - BELLEVUE, WA 98008888-770-6637LinkedIn11-50 employees

Prospect flagsLow assets / participantFailed to transmit contributionsCorrective distributionsFew collective trustsFund lineup: 14 funds, $11.5M

How to read this page

Total assets (EOY)

$12.7M

+5.8% from 2023

Total participants

3,447

-10.0% from 2023

Average account balance

$3,853

+20.6% from 2023

Annual return

13.70%

-2.04 pp from 2023

Benchmarks

See 308 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort308 peers

Snapshot2024

See peer percentile detail with Solo.

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Analytics

See the 8-year trajectory with Solo.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400	Consulting (pension); Account mainten...	$260,288
INTEGRITY ASSET MANAGEMENT7 years Filed as: INTEGRITY FINANCIAL Service code 26 · EIN 32-0123516	Advisory (Participants)	$75,266
HEALTHEQUITY RETIREMENT SERVICES2 years Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973	Other fees; Claims processing; Plan A...	$32,092
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674	Securities Custodian	$3,991

Fund lineup

CSV with Team

14 funds of $250K or more; 28 lines in all, holding $11.5M of the plan's $12.7M. From the 2024 filing. Recordkeeper: Not identified.

In collective trusts0%median 0% for plans of $5M to $50M (34,889 plans)

In index funds58%median 21% for plans of $5M to $50M (34,889 plans)

In the main target-date series0%median 35% for plans of $5M to $50M (34,889 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
iShares Core S&P 500 ET F BlackRock · ETF Index	BlackRock	ETF	$2.0M	17.0%
iShares MSCI USA Quality Factor ET F BlackRock · ETF Index	BlackRock	ETF	$1.2M	10.4%
iShares Core S&P US Growth ET F BlackRock · ETF Index	BlackRock	ETF	$1.1M	9.3%
Invesco Rafi US Invesco · Mutual fund	Invesco	Mutual fund	$1.1M	9.2%
iShares MSCI Intl Quality Factor ET F BlackRock · ETF Index	BlackRock	ETF	$905K	7.9%
iShares Morningstar Small-Cap Growth ET F BlackRock · ETF Index	BlackRock	ETF	$737K	6.4%
Baron Real Estate Fund Institutional Shares Manager not matched · Mutual fund	Not yet matched	Mutual fund	$666K	5.8%
SPDR Portfolio Emerging Markets ET F State Street (SSgA) · ETF Index	State Street (SSgA)	ETF	$648K	5.6%
First T rust Senior Loan Fund Manager not matched · Mutual fund	Not yet matched	Mutual fund	$593K	5.1%
Vanguard Mid Cap ET F Vanguard · Mutual fund	Vanguard	Mutual fund	$548K	4.8%

See the other 18 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3B3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$372K

$158 / participant

Trustee / custodial$4K1.1%
Investment mgmt$75K20.3%
Contract admin$292K78.7%

% of EOY assets

2.928%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAS PARTNERS
Auditor EIN: 208779390
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Provider

Service type

Compensation

AMERITAS LIFE INSURANCE CORP2 years

Service code 12 · EIN 47-0098400

Consulting (pension); Account mainten...

$260,288

INTEGRITY ASSET MANAGEMENT7 years

Filed as: INTEGRITY FINANCIAL

Service code 26 · EIN 32-0123516

Advisory (Participants)

$75,266

HEALTHEQUITY RETIREMENT SERVICES2 years

Filed as: HEALTHEQUITY RETIREMENT SERVICES, L

Service code 12 · EIN 82-1222973

Other fees; Claims processing; Plan A...

$32,092

MATRIX TRUST COMPANY5 years

Service code 19 · EIN 75-3182674

Securities Custodian

$3,991

Fund

Dollars

% of funds%

iShares Core S&P 500 ET F

BlackRock · ETF

Index

$2.0M

17.0%

iShares MSCI USA Quality Factor ET F

BlackRock · ETF

Index

$1.2M

10.4%

iShares Core S&P US Growth ET F

BlackRock · ETF

Index

$1.1M

9.3%

Invesco Rafi US

Invesco · Mutual fund

$1.1M

9.2%

iShares MSCI Intl Quality Factor ET F

BlackRock · ETF

Index

$905K

7.9%

iShares Morningstar Small-Cap Growth ET F

BlackRock · ETF

Index

$737K

6.4%

Baron Real Estate Fund Institutional Shares

Manager not matched · Mutual fund

$666K

5.8%

SPDR Portfolio Emerging Markets ET F

State Street (SSgA) · ETF

Index

$648K

5.6%

First T rust Senior Loan Fund

Manager not matched · Mutual fund

$593K

5.1%

Vanguard Mid Cap ET F

Vanguard · Mutual fund

$548K

4.8%

Retirement Income Security Plan-Mod Pizza

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Retirement Income Security Plan-Mod Pizza

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion