Mindleaf Technologies, Inc.'s EIN is 04-3182865.
Download the official 2024 Form 5500 (PDF) for Mindleaf Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mindleaf Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS L | 13-3689044 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES- SLO | 77-0155091 | — | TPA | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $227K | 9.5% | |
| AB Large Cap Growth A Mutual Fund | Other securities | — | — | $215K | 9.0% | |
| Pioneer Fundamental Growth A Mutual Fund | Other securities | — | — | $213K | 8.9% | |
| Janus Henderson Flexible Bond A Mutual Fund | Mutual Funds | — | — | $184K | 7.7% | |
| Loomis Sayles Core Plus Bond R Mutual Fund | Other securities | — | — | $183K | 7.7% | |
| BlackRock S&P 500 Index Investor A Mutual Fund | Common Collective Trusts | — | — | $179K | 7.5% | |
| MFS International Diversification A Mutual Fund | Mutual Funds | — | — | $173K | 7.2% | |
| Carillon Eagle Mid Cap Growth A Mutual Fund | Other securities | — | — | $148K | 6.2% | |
| Macquarie Value A Mutual Fund | Other securities | — | — | $147K | 6.2% | |
| Macquarie International Core Equity A Mutual Fund | Other securities | — | — | $127K | 5.3% | |
| PIMCO International Bond (USD Hedged) A Mutual Fund | Mutual Funds | — | — | $121K | 5.1% | |
| Western Asset Mortgage Total Return A Mutual Fund | Other securities | — | — | $115K | 4.8% | |
| Franklin Small Cap Value A Mutual Fund | Mutual Funds | — | — | $78K | 3.3% | |
| Putnam Large Cap Value A Mutual Fund | Mutual Funds | — | — | $76K | 3.2% | |
| Diversified Cash Reserve Fund Interest-Bearing Cash | Cash / Money Market | — | — | $56K | 2.4% | |
| MFS Core Equity A Mutual Fund | Mutual Funds | — | — | $45K | 1.9% | |
| Franklin Rising Dividends A Mutual Fund | Mutual Funds | — | — | $42K | 1.8% | |
| Federated Hermes Kaufmann Small Cap A Mutual Fund | Other securities | — | — | $18K | 0.7% | |
| Macquarie Small Cap Core A Mutual Fund | Other securities | — | — | $17K | 0.7% | |
| Virtus Ceredex Mid Cap Value Equity A Mutual Fund | Other securities | — | — | $14K | 0.6% | |
| Invesco Main Street Mid Cap A Mutual Fund | Mutual Funds | — | — | $9K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE ACCOUNTING AND FINANCIAL | 87-1603957 | — | AUDITOR | $4K | — |
