Original filing (PDF)20260703101244NAL0026728658001

Sound Mind Investing, LLC

Name: Sound Mind Investing, LLC — Sound Mind Investing, Form 5500 (2025)
Creator: Sound Mind Investing, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sound Mind Investing 401(k) Plan

401(k) retirement plan · Sound Mind Investing, LLC's Sound Mind Investing 401(k) Plan held $1.9M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

SOUND MIND INVESTING, LLC

EIN

31-1540799all filings

Address

9700 PARK PLAZA AVE., UNIT 202 · LOUISVILLE, KY · 40241

Phone

(502) 426-7420

Industry