Plan Snapshot
- Plan Sponsor: Applied Minds, LLC
- Sponsor EIN: 134101160
- Sponsor Address: 2937 N. ONTARIO ST., BURBANK, CA, 91504
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 50 | $15.4M | $0 | $784,040 |
| 2023 | 48 | $13.3M | $0 | $697,527 |
| 2022 | 62 | $11.1M | $0 | $722,224 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $28,392 | $10,032 | — | — | — |
| 2023 | $26,162 | $8,536 | — | — | — |
| 2022 | $25,822 | $2,121 | — | — | — |