# Mindful Health Solutions 401(k) Plan
Source: https://planprovider.pro/companies/mindful-health-solutions-401k-plan

> Mindful Health Solutions's 401(k) plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [REDWITZ, INC.](https://planprovider.pro/provider/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|—|—|

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