How big is The Mind Trust's plan?

The Mind Trust's plan reported $3.6M in assets and 41 participants for 2024.

Original filing (PDF)20251003141432NAL0001498609001

The Mind Trust

Name: The Mind Trust — The Mind Trust 403(b) Plan, Form 5500 (2024)
Creator: The Mind Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Mind Trust 403(b) Plan

403(b) retirement plan · The Mind Trust's The Mind Trust 403(b) Plan held $3.6M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

The Mind Trust's EIN is 20-4560286.

EIN 20-4560286

Plan number 001

Plan year 2024

ACK ID 20251003141432NAL0001498609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Mind Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Mind Trust's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MIND TRUST.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

THE MIND TRUST

EIN

all filings

Address

1630 N MERIDIAN SREET · SUITE 450 · INDIANAPOLIS, IN · 46202

Phone

(317) 822-8102

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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