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

> Strongmind, INC.'s 401(k) plan: 546 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 474746942

- **Sponsor Address:** 2471 NORTH ARIZONA AVE, CHANDLER, AZ, 85255

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

- **Total Participants:** 546

- **Total Assets:** $17.1M

## 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|546|$17.1M|$951,680|$1.5M|

| 2023|521|$14.8M|$866,860|$1.4M|

| 2022|457|$11.3M|$1.0M|$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|

| PFG ADVISORS, LLC|REGISTERED INVESTMENT AD|$19,171|—|$19,171|

| PFG ADVISORS LLC|INVESTMENT ADVISOR|$17,036|—|$17,036|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$6,818|—|$6,818|

| KIMBERLIN COMPANY PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PFG ADVISORS, LLC](https://planprovider.pro/provider/pfg-advisors) — REGISTERED INVESTMENT AD

- [KIMBERLIN COMPANY PLLC](https://planprovider.pro/provider/kimberlin-company-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,025

- **Estimated Expense Ratio:** 0.251% 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|$89,215|$36,462|$40,111|—|—|

| 2023|$126,136|—|$126,136|—|—|

| 2022|$93,730|—|$93,730|—|—|

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