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Original filing (PDF)20251013114934NAL0002653138001
APPLIED MINDS, LLC
Form 5500
FILING_RECEIVED
APPLIED MINDS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
50
Accounts w/ balance
85
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLIED MINDS, LLC.
Plan sponsor
Name
APPLIED MINDS, LLC
EIN
13-4101160
Address
2937 N. ONTARIO ST. · BURBANK, CA · 91504
Phone
(818) 545-1400
Industry
Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
3B · Covers self-employed individuals
2K · 401(m) arrangement
3F · Sponsor used leased employees
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $6K | — |
Investments
31 direct securities· $15.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.8M | 18.3% | |
| Harbor Capital Appreciation Fund Mutual Fund | — | — | — | $2.0M | 12.9% | |
| Fidelity Freedom Index 2025 Fund Asset Allocation Mutual Fund | — | — | — | $1.8M | 11.9% | |
| Fidelity Freedom Index 2035 Fund Asset Allocation Mutual Fund | — | — | — | $1.3M | 8.4% | |
| Fidelity Select Technology Fund Mutual Fund | — | — | — | $904K | 5.9% | |
| Fidelity Government Money Market Fund Money Market Mutual Fund | — | — | — | $856K | 5.5% | |
| American Beacon Large Cap Value Fund Mutual Fund | — | — | — | $773K | 5.0% | |
| Fidelity Freedom Index 2050 Fund Asset Allocation Mutual Fund | — | — | — | $697K | 4.5% | |
| Fidelity Freedom Index 2030 Fund Asset Allocation Mutual Fund | — | — | — | $685K | 4.4% | |
| Fidelity Freedom Index 2040 Fund Asset Allocation Mutual Fund | — | — | — | $619K | 4.0% | |
| Fidelity Select Health Care Fund Mutual Fund | — | — | — | $438K | 2.8% | |
| Fidelity Freedom Index 2055 Fund Asset Allocation Mutual Fund | — | — | — | $367K | 2.4% | |
| Investments * Fidelity Freedom Index 2020 Fund Asset Allocation Mutual Fund | — | — | — | $304K | 2.0% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $285K | 1.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $239K | 1.5% | |
| JHancock Bond Fund Mutual Fund | — | — | — | $200K | 1.3% | |
| JHancock Disciplined Value Mid Cap Fund Mutual Fund | — | — | — | $180K | 1.2% | |
| MassMututal Mid Cap Growth Fund Mutual Fund | — | — | — | $131K | 0.8% | |
| Fidelity Freedom Index 2060 Fund Asset Allocation Mutual Fund | — | — | — | $109K | 0.7% | |
| DFA International Small Cap Value Fund Mutual Fund | — | — | — | $107K | 0.7% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $105K | 0.7% | |
| DFA International Core Equity Fund Mutual Fund | — | — | — | $96K | 0.6% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $79K | 0.5% | |
| DFA Emerging Markets Fund Mutual Fund | — | — | — | $65K | 0.4% | |
| DFA Real Estate Securities Fund Mutual Fund | — | — | — | $55K | 0.4% | |
| DFA U.S. Small Cap Fund Mutual Fund | — | — | — | $55K | 0.4% | |
| JPMorgan Income Fund Mutual Fund | — | — | — | $34K | 0.2% | |
| Fidelity Freedom Index 2065 Fund Asset Allocation Mutual Fund | — | — | — | $12K | <0.1% | |
| DFA U.S. Target Value Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| PIMCO Real Return Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Freedom Index 2045 Fund Asset Allocation Mutual Fund | — | — | — | $2K | <0.1% |
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