Original filing (PDF)20260129101626NAL0005453891001

MINDWORKS INNOVATIONS, INC.

Name: MINDWORKS INNOVATIONS, INC. — MINDWORKS INNOVATIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: MINDWORKS INNOVATIONS, INC.

Form 5500

FILING_RECEIVED

MINDWORKS INNOVATIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

Late filing · 2.4 mo100% in single holdingNo recordkeeper disclosed

Active participants

212

Accounts w/ balance

283

Plan assets (EOY)

$48.9M

Net assets (EOY)

$37.3M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINDWORKS INNOVATIONS, INC..

Plan sponsor

Name

MINDWORKS INNOVATIONS, INC.

EIN

46-5067195

Address

3150 BRISTOL STREET · SUITE 400 · COSTA MESA, CA · 92626

Phone

(888) 850-5287

Industry

Retail Tradesee 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

2026-01-29

Pension benefit codes

2P · Leveraged ESOP

3I · Requires investment in employer securities

2I · Stock bonus

Audit & trust (Schedule H)

Auditor

WINDES, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $45.9M(94% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Mindworks Innovations, Inc.	—	300,000	—	$45.9M	93.9%
	Village Bank & Trust	—	—	—	$206	<0.1%

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