MINDBODY, INC. 401(k) Plan
What public Form 5500 filings show about the MINDBODY, INC. 401(k) plan — and how to find and check your own account.
The MINDBODY, INC. 401(k) on its latest Form 5500
MINDBODY, INC. (EIN 20-1898451) reports MINDBODY, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $122.8M in plan assets across 1,000 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full MINDBODY, INC. filing — schedules, fees, and providers.
Who runs the MINDBODY, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MINDBODY, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING HOLDCO, LOCKTON INVESTMENT ADVISORS.
How to check your MINDBODY, INC. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask MINDBODY, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).