# Sondermind, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sondermind-inc-401k-plan

> Sondermind, INC.'s 401(k) plan: 261 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sondermind, INC.

- **Sponsor EIN:** 823006071

- **Sponsor Address:** 1099 18TH ST, DENVER, CO, 80202

- **Plan Type:** 401(k)

- **Total Participants:** 261

- **Total Assets:** $12.5M

## 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|261|$12.5M|$1.0M|$2.0M|

| 2023|275|$10.0M|$1.0M|$2.1M|

| 2022|280|$6.0M|$952,473|$1.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$24,403|—|$24,403|

| ALPHA CAPITAL MANAGEMENT GROUP|ADVISOR|$12,054|—|$12,054|

| LPL FINANCIAL LLC|ADVISOR|$7,313|—|$7,313|

| BROCK AND COMPANY CPAS PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [BROCK AND COMPANY CPAS PC](https://planprovider.pro/provider/brock-and-company-cpas-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $43,770

- **Estimated Expense Ratio:** 0.350% 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|$43,770|$19,367|—|—|—|

| 2023|$44,937|$14,946|$715|—|—|

| 2022|$40,096|—|$40,096|—|—|

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