Modern Treasury Corp. 401(k) Plan: Login, Facts & Contact Information

Modern Treasury Corp. 401(k) Plan Facts

Plan name
MODERN TREASURY 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
MODERN TREASURY CORP.
Participants
205 (176 active employees)
Former employees with a balance
64
Plan assets
$9,363,429 at Dec 31, 2024
Average account balance
$42,368 across 221 accounts
Recordkeeper
Guideline, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2019
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.04 million went into the plan in contributions.
  • $1.07 million was paid out to participants.
  • Investment and other income added $1.13 million.
  • Administrative expenses were $8,102, about $37 per account.

How the Modern Treasury Corp. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20190$36,706$0$0
20208$212,628$0$50
202116$1.37 million$0$3,439
202283$3.36 million$0$70,612
2023214$6.28 million$0$659,104
2024205$9.36 million$0$1.07 million

Modern Treasury Corp. 401(k) Contact Information

Phone
415-259-9222
Mailing address
315 MONTGOMERY STREET 10TH FLOOR, SAN FRANCISCO CA 94104
Plan sponsor
MODERN TREASURY CORP.
Plan administrator
GUIDELINE RK, LLC
Employer identification number (EIN)
83-0557911
Plan number
001

Questions about the Modern Treasury Corp. 401(k)

Does Modern Treasury Corp contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Modern Treasury Corp 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Modern Treasury Corp 401(k) plan?

205 participants at the start of plan year 2024, 176 of them active employees, and 64 former employees who still had money in the plan.

What is the average 401(k) balance at Modern Treasury Corp?

About $42,368 per account: $9.36 million in plan assets across 221 accounts with a balance at the end of plan year 2024.

Who manages the Modern Treasury Corp 401(k) accounts?

Guideline (listed on the filing as GUIDELINE, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Modern Treasury Corp. How do I access my 401(k)?

Your account stays with Guideline after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 5285 SHAWNEE RD #400, ALEXANDRIA, VA, 223122328
Headquarter: 2880 NEW HARTFORD ROAD PO BOX 1450, OWENSBORO, KY, 42302
Headquarter: 1014 VINE ST, CINCINNATI, OH, 45202
Headquarter: 1750 PRESIDENTS STREET, RESTON, VA, 20190
Headquarter: 7750 WISCONSIN AVENUE, BETHESDA, MD, 20814