Plan Snapshot
- Plan Sponsor: Mindful Health Solutions
- Sponsor EIN: 260522962
- Sponsor Address: 360 POST STREET, SUITE 500, SAN FRANCISCO, CA, 94108
- Plan Type: 401(k)
- Total Participants: 300
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 300 | $14.2M | $1.2M | $2.0M |
| 2023 | 333 | $10.6M | $1.0M | $2.0M |
| 2022 | 352 | $6.8M | $737,711 | $1.6M |
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 |
|---|---|---|---|---|
| MMA SECURITIES | ADVISOR | $31,336 | — | $31,336 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $28,157 | — | $28,157 |
| REDWITZ, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- REDWITZ, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,493
- Estimated Expense Ratio: 0.420% 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 | $63,064 | $36,178 | — | — | — |
| 2023 | $46,746 | $27,025 | $300 | — | — |
| 2022 | $385,112 | — | $23,772 | — | — |