Plan Snapshot
- Plan Sponsor: Mindbody, INC.
- Sponsor EIN: 201898451
- Sponsor Address: 4051 BROAD STREET, STE. 220, SAN LUIS OBISPO, CA, 93401
- Plan Type: 401(k)
- Total Participants: 1,000
- Total Assets: $122.8M
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 | 1,000 | $122.8M | $5.1M | $10.1M |
| 2023 | 1,046 | $102.5M | $4.8M | $9.3M |
| 2022 | 1,047 | $80.6M | $4.9M | $9.9M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $193,230 | — | $193,230 |
| CREATIVE PLANNING HOLDCO LLC | NONE | $30,900 | — | $30,900 |
| LOCKTON INVESTMENT ADVISORS | NONE | $10,000 | — | $10,000 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- LOCKTON INVESTMENT ADVISORS — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $234,130
- Estimated Expense Ratio: 0.191% of plan assets
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 | $234,238 | $99,482 | — | — | — |
| 2023 | $226,015 | $83,705 | — | — | — |
| 2022 | $208,288 | $37,500 | — | — | — |