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Original filing (PDF)20251010180212NAL0004443939001
TRENDYMINDS, LLC
Form 5500
FILING_RECEIVED
TRENDYMINDS, LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
154
Accounts w/ balance
154
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRENDYMINDS, LLC.
Plan sponsor
Name
TRENDYMINDS, LLC
EIN
35-2140531
Address
605 EAST MARKET STREET · INDIANAPOLIS, IN · 46202
Phone
(317) 926-1727
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY HOLDING | 26-4310632 | NEW YORK, NY | MORGAN STANLEY | $37K | — |
Investments
18 direct securities· $6.9M(99% of reported assets)
Uncategorized
$6.8M
17 holdings
Mutual Funds
$177K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retire R6 Fund 60,870 shares | — | — | $61K | $1.6M | 22.9% | |
| American Funds 2040 Target Date Retire R6 Fund 77,565 shares | — | — | $78K | $1.6M | 22.7% | |
| American Funds 2050 Target Date Retire R6 Fund 49,298 shares | — | — | $49K | $1.0M | 14.7% | |
| American Funds 2045 Target Date Retire R6 Fund 33,147 shares | — | — | $33K | $703K | 10.0% | |
| American Funds 2035 Target Date Retire R6 Fund 36,130 shares | — | — | $36K | $688K | 9.8% | |
| American Funds 2060 Target Date Retire R6 Fund 35,049 shares | — | — | $35K | $628K | 8.9% | |
| American Funds 2030 Target Date Retire R6 Fund 10,234 shares | Mutual Funds | — | $10K | $177K | 2.5% | |
| Fidelity 500 Index Institutional Premium Fund 686 shares | — | — | — | $140K | 2.0% | |
| American Funds 2065 Target Date Retire R6 Fund 6,097 shares | — | — | $6K | $107K | 1.5% | |
| Fidelity Mid Cap Index Institutional Premium Fund 2,346 shares | — | — | $2K | $79K | 1.1% | |
| Schwab Small Cap Index Fund 2,167 shares | — | — | $2K | $77K | 1.1% | |
| iShares MSCI EAFE Institutional Index Fund 3,457 shares | — | — | $3K | $53K | 0.8% | |
| American Funds Inflation Linked Bond Fund - F2 1,359 shares | — | — | $1K | $12K | 0.2% | |
| iShares US Aggregate Bond Index K Fund 1,217 shares | — | — | $1K | $11K | 0.2% | |
| BNY Mellon International Stock Fund - Class I 472 shares | — | — | — | $11K | 0.2% | |
| Hartford Core Equity Fund R6 160 shares | — | — | — | $9K | 0.1% | |
| Principal Real Estate Securities Institutional Fund 213 shares | — | — | — | $6K | <0.1% | |
| Champlain Mid Cap Institutional Fund 249 shares | — | — | — | $6K | <0.1% |
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