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Original filing (PDF)20251014163123NAL0001653091001
THE MIND GYM USA INC
Form 5500
FILING_RECEIVED
THE MIND GYM USA INC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
6 service providers
Active participants
68
Accounts w/ balance
185
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
66 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 52 bps in Schedule C fees — 81% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MIND GYM USA INC.
Plan sponsor
Name
THE MIND GYM USA INC
EIN
20-8305061
Address
776A 6TH AVENUE · SUITE 208 · NEW YORK, NY · 10016
Phone
(646) 649-4333
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
PLANCHECK CPA'S LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $36K | — |
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY (PAR | $14K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $268 | — |
| MML INVESTORS SERVICES, LLC | 04-2746212 | SPRINGFIELD, MA | NONE | $0 | — |
| MML INVESTORS SERVICES, LLC | — | SPRINGFIELD, NY | NONE | $0 | — |
Investments
66 direct securities· $10.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLKRK IS S P 500 INDX INST MUTUAL FUNDS | — | — | — | $1.2M | 12.1% | |
| NW DEST 2045 R6 MUTUAL FUNDS | — | — | — | $1.1M | 10.9% | |
| NW DEST 2050 R6 MUTUAL FUNDS | — | — | — | $599K | 5.9% | |
| FIDADV NEW INSGHTS I MUTUAL FUNDS | — | — | — | $449K | 4.4% | |
| NW DEST 2060 R6 MUTUAL FUNDS | — | — | — | $431K | 4.2% | |
| AMFDS INVMT CO AM R6 MUTUAL FUNDS | — | — | — | $355K | 3.5% | |
| NW DEST 2055 R6 MUTUAL FUNDS | — | — | — | $351K | 3.4% | |
| FID 500 INDX MUTUAL FUNDS | — | — | — | $324K | 3.2% | |
| NW DEST 2030 R6 MUTUAL FUNDS | — | — | — | $302K | 3.0% | |
| NW S P 500 INDX R6 MUTUAL FUNDS | — | — | — | $277K | 2.7% | |
| AMFDS AM BAL R6 MUTUAL FUNDS | — | — | — | $275K | 2.7% | |
| GDMNSCS MDCAP VAL INST MUTUAL FUNDS | — | — | — | $266K | 2.6% | |
| FID INTL INDX MUTUAL FUNDS | — | — | — | $193K | 1.9% | |
| NW DEST 2040 R6 MUTUAL FUNDS | — | — | — | $191K | 1.9% | |
| GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUNDS | — | — | — | $189K | 1.9% | |
| DODGECOX INTL STK CLASS I MUTUAL FUNDS | — | — | — | $189K | 1.9% | |
| AMFDS EUROPACFC GR R6 MUTUAL FUNDS | — | — | — | $182K | 1.8% | |
| NW LOOMIS ALLCAP GR R6 MUTUAL FUNDS | — | — | — | $181K | 1.8% | |
| VNGRD 500 INDEX FD AS MUTUAL FUNDS | — | — | — | $181K | 1.8% | |
| AVNTS US LGCAP VAL INST MUTUAL FUNDS | — | — | — | $164K | 1.6% | |
| JPM LGCAP GR R6 MUTUAL FUNDS | — | — | — | $153K | 1.5% | |
| JPM EQ INC R5 MUTUAL FUNDS | — | — | — | $147K | 1.4% | |
| VNGRD TRGT RTRMT 2060 INV MUTUAL FUNDS | — | — | — | $146K | 1.4% | |
| NW FIXED SELECT OPTION FIXED ACCOUNT | — | — | — | $146K | 1.4% | |
| VNGRD TTL STMKT INDX FD AS MUTUAL FUNDS | — | — | — | $143K | 1.4% | |
| BLACKROCK HIGH YIELD PORTFOLIO - CLASS K MUTUAL FUNDS | — | — | — | $137K | 1.3% | |
| NW DEST 2035 R6 MUTUAL FUNDS | — | — | — | $130K | 1.3% | |
| AVNTS EMRG MKT EQ INST MUTUAL FUNDS | — | — | — | $128K | 1.3% | |
| TROWEPR INTL STK FD MUTUAL FUNDS | — | — | — | $101K | 1.0% | |
| DIAMOND HILL MDCAP I MUTUAL FUNDS | — | — | — | $94K | 0.9% | |
| BLKRK EQ DIVD INST MUTUAL FUNDS | — | — | — | $94K | 0.9% | |
| MFS MDCAP GR R6 MUTUAL FUNDS | — | — | — | $92K | 0.9% | |
| PRNCPL GLBL REALEST R6 MUTUAL FUNDS | — | — | — | $90K | 0.9% | |
| AMFDS NEW WLD R6 MUTUAL FUNDS | — | — | — | $88K | 0.9% | |
| PGIM TTL RTN BD R6 MUTUAL FUNDS | — | — | — | $81K | 0.8% | |
| NEUBER MDCAPINTRINVAL INST MUTUAL FUNDS | — | — | — | $69K | 0.7% | |
| PRUDNTL GLBL REALEST Z MUTUAL FUNDS | — | — | — | $68K | 0.7% | |
| LEGAL & GENERAL COMMODITY STRAT FD INSTL MUTUAL FUNDS | — | — | — | $63K | 0.6% | |
| FIDADV STRAT INC I MUTUAL FUNDS | — | — | — | $59K | 0.6% | |
| VNGRD EXPLR ADML MUTUAL FUNDS | — | — | — | $49K | 0.5% | |
| FID US BD INDX MUTUAL FUNDS | — | — | — | $48K | 0.5% | |
| AVNTS US SMCAP VAL INST MUTUAL FUNDS | — | — | — | $48K | 0.5% | |
| NW INV DEST CNSRV R6 MUTUAL FUNDS | — | — | — | $47K | 0.5% | |
| PIMCO REAL RTN INST MUTUAL FUNDS | — | — | — | $47K | 0.5% | |
| NW DEST 2025 R6 MUTUAL FUNDS | — | — | — | $44K | 0.4% | |
| FIDADV TTL BD INST MUTUAL FUNDS | — | — | — | $43K | 0.4% | |
| VNGRD TTL BND MKT LDX ADM MUTUAL FUNDS | — | — | — | $36K | 0.4% | |
| NW DEST RTRMT R6 MUTUAL FUNDS | — | — | — | $32K | 0.3% | |
| DFA EMRG MKTS CORE EQ 2 PORTFOLIO - INST MUTUAL FUNDS | — | — | — | $26K | 0.3% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 5.25% - 9.75% | — | — | — | $21K | 0.2% | |
| VNGRD DEVL MKT INDX ADML MUTUAL FUNDS | — | — | — | $20K | 0.2% | |
| AMFDS CAP WLD BD R6 MUTUAL FUNDS | — | — | — | $19K | 0.2% | |
| GDMNSCS COMDTY STRAT INST MUTUAL FUNDS | — | — | — | $12K | 0.1% | |
| PIMCOCOMDYREALRTNSTRATINST MUTUAL FUNDS | — | — | — | $10K | <0.1% | |
| AB GLBL BD I MUTUAL FUNDS | — | — | — | $7K | <0.1% | |
| VNGRD EMRG MKT STKINDXADML MUTUAL FUNDS | — | — | — | $7K | <0.1% | |
| DFA US LGCAP VAL INST MUTUAL FUNDS | — | — | — | $6K | <0.1% | |
| COL SEL LGCAP GR INST2 MUTUAL FUNDS | — | — | — | $6K | <0.1% | |
| INVSCO EQ WGT S P 500 Y MUTUAL FUNDS | — | — | — | $6K | <0.1% | |
| VNGRD MDCAP VAL INDX ADML MUTUAL FUNDS | — | — | — | $5K | <0.1% | |
| AB GLBL BD Z MUTUAL FUNDS | — | — | — | $5K | <0.1% | |
| VNGRD REALEST INDX ADML MUTUAL FUNDS | — | — | — | $5K | <0.1% | |
| BLKRK MDCAP GR EQ INST MUTUAL FUNDS | — | — | — | $4K | <0.1% | |
| VNGRD INTL GR ADML MUTUAL FUNDS | — | — | — | $3K | <0.1% | |
| JNSHNDRSN TRITON N MUTUAL FUNDS | — | — | — | $3K | <0.1% | |
| AMBCN INTL EQ R6 MUTUAL FUNDS | — | — | — | $2K | <0.1% |