How big is Applied Minds, LLC's plan?

Applied Minds, LLC's plan reported $15.4M in assets and 50 participants for 2024.

Original filing (PDF)20251013114934NAL0002653138001

Applied Minds, LLC

Name: Applied Minds, LLC — Applied Minds, LLC 401(k) Plan, Form 5500 (2024)
Creator: Applied Minds, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Applied Minds, LLC 401(k) Plan

401(k) retirement plan · Applied Minds, LLC's Applied Minds, LLC 401(k) Plan held $15.4M in plan assets for 50 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

People on this filing

Lynne Harris Bernstein signed Applied Minds, LLC's 2024 Form 5500 as plan administrator.

Lynne Harris Bernstein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Applied Minds, LLC's EIN is 13-4101160.

EIN 13-4101160

Plan number 001

Plan year 2024

ACK ID 20251013114934NAL0002653138001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Applied Minds, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Applied Minds, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLIED MINDS, LLC.

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

APPLIED MINDS, LLC

EIN

all filings

Address

2937 N. ONTARIO ST. · BURBANK, CA · 91504

Phone

(818) 545-1400

Industry

Professional & Technical Services

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$18K	—

Advisor / Consultant

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)

Mutual Funds

$8.6M

21 holdings

Common Collective Trusts

$3.5M

4 holdings

Other securities

$3.3M

6 holdings

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.8M	18.3%
Harbor Capital Appreciation Fund Mutual Fund	Other securities	—	—	$2.0M	12.9%
Fidelity Freedom Index 2025 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$1.8M	11.9%
Fidelity Freedom Index 2035 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$1.3M	8.4%
Fidelity Select Technology Fund Mutual Fund	Mutual Funds	—	—	$904K	5.9%
Fidelity Government Money Market Fund Money Market Mutual Fund	Mutual Funds	—	—	$856K	5.5%
American Beacon Large Cap Value Fund Mutual Fund	Other securities	—	—	$773K	5.0%
Fidelity Freedom Index 2050 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$697K	4.5%
Fidelity Freedom Index 2030 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$685K	4.4%
Fidelity Freedom Index 2040 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$619K	4.0%
Fidelity Select Health Care Fund Mutual Fund	Mutual Funds	—	—	$438K	2.8%
Fidelity Freedom Index 2055 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$367K	2.4%
Investments * Fidelity Freedom Index 2020 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$304K	2.0%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$285K	1.8%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$239K	1.5%
JHancock Bond Fund Mutual Fund	Other securities	—	—	$200K	1.3%
JHancock Disciplined Value Mid Cap Fund Mutual Fund	Other securities	—	—	$180K	1.2%
MassMututal Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$131K	0.8%
Fidelity Freedom Index 2060 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$109K	0.7%
DFA International Small Cap Value Fund Mutual Fund	Mutual Funds	—	—	$107K	0.7%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$105K	0.7%
DFA International Core Equity Fund Mutual Fund	Mutual Funds	—	—	$96K	0.6%
American Funds EuroPacific Growth Fund Mutual Fund	Mutual Funds	—	—	$79K	0.5%
DFA Emerging Markets Fund Mutual Fund	Mutual Funds	—	—	$65K	0.4%
DFA Real Estate Securities Fund Mutual Fund	Mutual Funds	—	—	$55K	0.4%
DFA U.S. Small Cap Fund Mutual Fund	Mutual Funds	—	—	$55K	0.4%
JPMorgan Income Fund Mutual Fund	Other securities	—	—	$34K	0.2%
Fidelity Freedom Index 2065 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
DFA U.S. Target Value Fund Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
PIMCO Real Return Fund Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Fidelity Freedom Index 2045 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$2K	<0.1%