How big is Mindful Transitions, LLC's plan?

Mindful Transitions, LLC's plan reported $927K in assets and 13 participants for 2024.

Original filing (PDF)20251002123858NAL0000747984001

Mindful Transitions, LLC

Name: Mindful Transitions, LLC — Mindful Transitions, LLC, Form 5500 (2024)
Creator: Mindful Transitions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mindful Transitions, LLC 401(k) Plan

401(k) retirement plan · Mindful Transitions, LLC's Mindful Transitions, LLC 401(k) Plan held $927K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$927K

Net assets (EOY)

$927K

Plan identifiers

Mindful Transitions, LLC's EIN is 20-8270870.

EIN 20-8270870

Plan number 001

Plan year 2024

ACK ID 20251002123858NAL0000747984001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mindful Transitions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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