Original filing (PDF)20250728122120NAL0000868611001

MINDSHARE BENEFITS AND INSURANCE SERVICES, INC.

Name: MINDSHARE BENEFITS AND INSURANCE SERVICES, INC. — RETIREMENT INCOME SECURITY PLAN-MINDSHARE GROUP, Form 5500 (2024)
Creator: MINDSHARE BENEFITS AND INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

RETIREMENT INCOME SECURITY PLAN-MINDSHARE GROUP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINDSHARE BENEFITS AND INSURANCE SERVICES, INC..

Plan sponsor

Name

MINDSHARE BENEFITS AND INSURANCE SERVICES, INC.

EIN

03-0400169

Address

180 SPRING STREET · PLEASANTON, CA · 94566

Phone

(925) 227-9900

Industry

Professional & Technical Servicessee all

Plan administrator

Name

HEALTHEQUITY RETIREMENT SERVICES

EIN

82-1222973

City

DRAPER, UT

Phone

(877) 860-2664

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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