Plan Snapshot
- Plan Sponsor: Mind Research Institute
- Sponsor EIN: 330798804
- Sponsor Address: 5281 CALIFORNIA AVE. SUITE 300, IRVINE, CA, 92617
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $20.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 213 | $20.8M | $412,338 | $1.6M |
| 2023 | 226 | $17.7M | $414,676 | $1.6M |
| 2022 | 207 | $14.1M | $477,672 | $1.7M |
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 |
|---|---|---|---|---|
| CLARK NUBER P.S. | Auditor | — | — | $0 |
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 | $32,851 | — | — | — | — |
| 2023 | $26,853 | — | — | — | — |
| 2022 | $27,327 | — | $27,327 | — | — |