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Original filing (PDF)20250912122518NAL0000971905001
SCHOOLMINT, INC.
Form 5500
FILING_RECEIVED
SCHOOLMINT, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
~96 bps in Sched C fees
Active participants
95
Accounts w/ balance
111
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
24 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
- 96 bps in Schedule C fees — 84% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHOOLMINT, INC..
Plan sponsor
Name
SCHOOLMINT, INC.
EIN
46-3589700
Address
319 MONROE STREET · LAFAYETTE, LA · 70506
Phone
(305) 749-1891
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-09-12
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)
Audit & trust (Schedule H)
Auditor
MEIHAUS CPA,PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALDRICH WEALTH LIMITED PARTNERSHIP | — | SEATTLE, WA | INVESTMENT ADVISOR | $23K | — |
Investments
24 direct securities· $5.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2050 - | — | — | — | $1.2M | 21.2% | |
| BlackRock LifePath Index 2055 - | — | — | — | $849K | 15.0% | |
| BlackRock LifePath Index 2045 - | — | — | — | $753K | 13.3% | |
| BlackRock LifePath Index 2040 - | — | — | — | $686K | 12.1% | |
| Vanguard 500 Index - | — | — | — | $581K | 10.3% | |
| BlackRock LifePath Index 2035 - | — | — | — | $340K | 6.0% | |
| Vanguard Intermediate-Term Bond Index - | — | — | — | $193K | 3.4% | |
| BlackRock LifePath Index 2060 - | — | — | — | $163K | 2.9% | |
| Vanguard Mid-Cap Value Index - | — | — | — | $159K | 2.8% | |
| Vanguard Growth Index - | — | — | — | $123K | 2.2% | |
| T. Rowe Price T. Rowe Price Overseas Stock - | — | — | — | $111K | 2.0% | |
| BlackRock LifePath Index 2030 - | — | — | — | $95K | 1.7% | |
| Empower Annuity*** Key Guaranteed Portfolio Fund**** - | — | — | — | $90K | 1.6% | |
| Vanguard Value Index - | — | — | — | $79K | 1.4% | |
| Principal Small Cap Value II - | — | — | — | $47K | 0.8% | |
| BlackRock LifePath Index 2065 - | — | — | — | $40K | 0.7% | |
| PIMCO International Bond USD Hedged - | — | — | — | $37K | 0.6% | |
| Vanguard Mid-Cap Growth Index - | — | — | — | $33K | 0.6% | |
| through July 2029. -0- | — | — | — | $31K | 0.5% | |
| BlackRock LifePath Index Retirement - | — | — | — | $25K | 0.4% | |
| Principal Global Real Estate Securities - | — | — | — | $16K | 0.3% | |
| Seafarer Funds Seafarer Overseas Growth and Income - | — | — | — | $7K | 0.1% | |
| Victory Capital Victory Trivalent International - | — | — | — | $2K | <0.1% | |
| Vanguard High-Yield Corporate - | — | — | — | $1K | <0.1% |
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