My Plan Facts

Employers › Virginia

Employer · plans filed under one EIN

Modern Technology Solutions Inc.

Alexandria, VA · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$1.03Bnet assets across plans
5,801participant records5,101 active
$43.6Memployer contributions, latest plan years$8,549 per active record
$801KSchedule C compensation to organisations$138.03 per participant record

Modern Technology Solutions Inc., based in Alexandria, Virginia, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 5,801 participant records and $1.03B in net assets.

The largest is Modern Technology Solutions, Inc. 401(k) Plan, a 401(k) plan with 2,962 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $43.6M and participant contributions $34.1M in the latest plan years; benefits paid were $63.8M. Schedule C compensation reported to service provider organisations totalled $801K.

Combined net assets moved from $28.1M in 2009 to $1.03B in 2025 (up 3579%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Modern Technology Solutions, Inc. 401(k) Plan401(k) plan20252,962$494M$166,939$6,611$801K
Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trustemployee stock ownership plan20252,839$539M$189,799$10,507$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $28.1M2010: $40.5M2011: $48.3M2012: $65.5M2013: $76.0M2014: $99.0M2015: $115M2016: $152M2017: $190M2018: $211M2019: $294M2020: $381M2021: $475M2022: $483M2023: $643M2024: $804M2025: $1.03B$28.1M$1.03B200920122016202020242025
Combined net assets
2009: 6732010: 7982011: 9512012: 1,1062013: 1,2282014: 1,3572015: 1,5582016: 1,7412017: 1,8032018: 2,1072019: 2,5482020: 2,8712021: 3,1942022: 3,6812023: 4,6132024: 4,9612025: 5,8016735,801200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202525,801$1.03B$43.6M$34.1M
202424,961$804M$37.5M$29.4M
202324,613$643M$32.0M$24.9M
202223,681$483M$25.6M$20.1M
202123,194$475M$21.1M$17.8M
202022,871$381M$18.4M$15.1M
201922,548$294M$14.3M$12.6M
201822,107$211M$11.1M$10.3M
201721,803$190M$7.8M$8.7M
201621,741$152M$5.6M$7.7M
201521,558$115M$6.3M$6.9M
201421,357$99.0M$5.6M$6.3M
201321,228$76.0M$7.9M$5.7M
201221,106$65.5M$5.6M$5.3M
20112951$48.3M$3.6M$4.6M
20102798$40.5M$3.2M$3.8M
20092673$28.1M$3.2M$3.0M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing1$559,208
LPL Financial LLCOther services1$219,368
Modern Technology Solutions, Inc.Accounting (including auditing)1$15,000
Charles Schwab & Co., Inc.Securities brokerage1$7,146
Morningstar Investment Management LInvestment advisory (participants)1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$559K
LPL Financial LLC$219K
Modern Technology Solutions, Inc.$15K
Charles Schwab & Co., Inc.$7,146
Morningstar Investment Management L$0

Questions and answers

How many retirement plans does Modern Technology Solutions Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Modern Technology Solutions, Inc. 401(k) Plan and Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Modern Technology Solutions Inc. contribute to its plans?

$43,606,979 in employer contributions across these plans in their latest plan years, about $8,549 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company, LPL Financial LLC, Modern Technology Solutions, Inc. and Charles Schwab & Co., Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.