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Original filing (PDF)20251015184636NAL0007081024001
MIMEO INC
Form 5500
FILING_RECEIVED
MIMEO, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~76 bps in Sched C fees
Active participants
342
Accounts w/ balance
238
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 76 bps in Schedule C fees — 163% above peer band of 29 bps.
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIMEO INC.
Plan sponsor
Name
MIMEO INC
EIN
13-4012728
Address
3350 MIAC COVE · MEMPHIS, TN · 38118
Phone
(901) 566-5446
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
WATKINS UIBERALL, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | — | CLEVELAND, OH | INVESTMENT ADVISOR | $33K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN ADMINISTRATION & CONSULTINGLLC | 01-0690018 | MEMPHIS, TN | CONTRACT ADMINISTRATOR | $26K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATKINS UIBERALL, PLLC | 62-1804252 | MEMPHIS, TN | AUDITOR | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
27 direct securities · 1 pooled fund· $14.7M(100% of reported assets)
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.
Uncategorized
$14.5M
27 holdings
Common Collective Trust
$158K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Trust Company Vanguard 500 Index Admiral | — | — | — | $3.4M | 23.3% | |
| Empower Trust Company Fidelity Freedom Index 2040 Instl Prem | — | — | — | $1.8M | 12.0% | |
| Empower Trust Company Vanguard Mid Cap Index Fund - Admiral | — | — | — | $971K | 6.6% | |
| Empower Trust Company Fidelity Freedom Index 2035 Instl Prem | — | — | — | $884K | 6.0% | |
| Empower Trust Company Fidelity Freedom Index 2045 Instl Prem | — | — | — | $865K | 5.9% | |
| Empower Trust Company Fidelity Freedom Index 2055 Instl Prem | — | — | — | $697K | 4.8% | |
| Empower Trust Company Vanguard Total Bond Market Index Admiral | — | — | — | $677K | 4.6% | |
| Empower Trust Company Vanguard Total Intl Stock Index Admiral | — | — | — | $676K | 4.6% | |
| Empower Trust Company JP Morgan LARGE Cap Growth R6 | — | — | — | $604K | 4.1% | |
| Empower Trust Company Fidelity Freedom Index 2030 Instl Prem | — | — | — | $561K | 3.8% | |
| Empower Trust Company Fidelity Freedom Index 2050 Instl Prem | — | — | — | $524K | 3.6% | |
| Empower Trust Company Fidelity Freedom Index 2025 Instl Prem | — | — | — | $461K | 3.1% | |
| Empower Trust Company Vanguard REIT Index ADM | — | — | — | $394K | 2.7% | |
| Empower Trust Company Diamond Hill Large Cap I | — | — | — | $274K | 1.9% | |
| Empower Trust Company Doubleline Core Fixed Income I | — | — | — | $258K | 1.8% | |
| Empower Trust Company Eaton Vance Atlanta Cap. SMID-CAP I ** 5 * Empower Trust Company Fidelity Freedom Index 2015 Instl Prem ** 221 * Empower Trust Company Fidelity Freedom Index 2020 Instl Prem | — | — | — | $255K | 1.7% | |
| Participant loans Interest rates at 4.25% - 9.50% - | — | — | — | $238K | 1.6% | |
| Empower Trust Company NUVEEN SMALL CAP BLEND INDEX R6 | — | — | — | $164K | 1.1% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $158K | 1.1% | |
| Empower Trust Company John Hancock International Growth R6 | — | — | — | $155K | 1.1% | |
| Empower Trust Company PUTNAM SMALL CAP GROWTH R6 | — | — | — | $140K | 1.0% | |
| Empower Trust Company DFA US Targeted Value I | — | — | — | $138K | 0.9% | |
| Empower Trust Company Fidelity Freedom Index Inc Instl Prem ** 209 * Empower Trust Company First Eagle Global I | — | — | — | $104K | 0.7% | |
| Empower Trust Company JP Morgan Mid Cap Growth R6 | — | — | — | $104K | 0.7% | |
| Empower Trust Company Fidelity Freedom Index 2060 Instl Prem | — | — | — | $68K | 0.5% | |
| Empower Trust Company Victory Sycamore Established Value I | — | — | — | $64K | 0.4% | |
| Empower Trust Company Fidelity Freedom Index 2065 Instl Prem | — | — | — | $33K | 0.2% | |
| Empower Trust Company Brandy Wine Global OPPS Bond I | — | — | — | $24K | 0.2% |