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Original filing (PDF)20250916234232NAL0002350881001
MINDLANCE INC
Form 5500
FILING_RECEIVED
MINDLANCE INC 401K PLAN
401(k) retirement plan
Active participants
2,332
Accounts w/ balance
399
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Knocking points off
- 53 bps in Schedule C fees — 84% above peer band of 29 bps.
- Only 17% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINDLANCE INC.
Plan sponsor
Name
MINDLANCE INC
EIN
22-3688948
Address
1095 MORRIS AVE UNIT 101 A · UNION, NJ · 07083
Phone
(201) 535-4027
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
2025-09-17
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ANTONIO A SORIANO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $61K | — |
Investments
26 direct securities · 1 pooled fund· $11.2M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.0M
26 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock iShares S&P 500 Index Instl | — | — | — | $2.5M | 21.7% | |
| PUTNAM STABLE VAL 75 PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 10.7% | |
| MFS Val A | — | — | — | $1.0M | 9.1% | |
| Goldman Sachs Goldman Sachs Lg Cap Gr Insights A | — | — | — | $834K | 7.3% | |
| Vanguard Inf-Protected Sec Admiral | — | — | — | $728K | 6.4% | |
| AB Lg Cap Gr A | — | — | — | $636K | 5.6% | |
| Prudential PGIM Total Return Bd A | — | — | — | $631K | 5.5% | |
| Doubleline Total Return Bd I | — | — | — | $594K | 5.2% | |
| MFS Blended Research Core Eq A | — | — | — | $408K | 3.6% | |
| AllSpring Disciplined U.S. Core A | — | — | — | $392K | 3.4% | |
| Blackrock iShares MSCI EAFE Intl Index A | — | — | — | $269K | 2.3% | |
| Vanguard High-Yield Corp Admiral | — | — | — | $217K | 1.9% | |
| American Funds American Funds New World R6 | — | — | — | $195K | 1.7% | |
| Vanguard Total Intl Bd Idx Adm | — | — | — | $192K | 1.7% | |
| Columbia Mid Cap Index A | — | — | — | $163K | 1.4% | |
| Transamerica Capital, Inc. Transamerica Intl Eq A | — | — | — | $151K | 1.3% | |
| Columbia Small Cap Index A | — | — | — | $149K | 1.3% | |
| JP Morgan JPMorgan Small Cap Eq Fund Class A | — | — | — | $128K | 1.1% | |
| Janus Henderson Janus Henderson Glbl Eq Inc A | — | — | — | $122K | 1.1% | |
| Wasatch Core Gr Instl | — | — | — | $110K | 1.0% | |
| Invesco Oppenheimer Intl Gr A | — | — | — | $110K | 1.0% | |
| Neuberger Berman Neuberger Berman Real Estate I | — | — | — | $108K | 0.9% | |
| AllSpring Special Small Cap Val A | — | — | — | $91K | 0.8% | |
| Victory Sycamore Est Val A | — | — | — | $88K | 0.8% | |
| JP Morgan JPMorgan Mid Cap Val Fund Class A | — | — | — | $87K | 0.8% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $50K | 0.4% | |
| Transamerica Trust Company Cash Reserve Account | — | — | — | $8K | <0.1% |
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