Modi Financial LLC
Northville, MI
Modi Financial LLC of Northville, MI is the broker of record on 11 Form 5500 Schedule A filings covering 6 employer benefit plans, with $838,296 in reported broker commissions (plan year 2025).
Quick answer
Modi Financial LLC (Northville, MI) is the broker of record for 6 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Modi Financial LLC have?
- Modi Financial LLC is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
- Who are Modi Financial LLC's largest employer clients?
- By plan participants, the largest include Optalis Professional Services, LLC (3,759 participants), Detroit Manufacturing Systems, LLC (1,236 participants) and Troy Design & Manufacturing Co. (570 participants).
- How much does Modi Financial LLC earn in commissions?
- Insurers reported $838,296 in broker commissions and $270,973 in fees paid to Modi Financial LLC for plan year 2025, per Schedule A Part 1.
- Where is Modi Financial LLC located?
- Modi Financial LLC is based in Northville, MI.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Modi Financial LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Optalis Professional Services, LLC | MI | 3,759 | 2025-12-31 |
| Detroit Manufacturing Systems, LLC | MI | 1,236 | 2025-12-31 |
| Troy Design & Manufacturing Co. | MI | 570 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.