How big is Mindwise Financial LLC's plan?

Mindwise Financial LLC's plan reported $481K in assets and 8 participants for 2024.

Original filing (PDF)20250701104206NAL0030418194001

Mindwise Financial LLC

Name: Mindwise Financial LLC — Mindwise Financial LLC, Form 5500 (2024)
Creator: Mindwise Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mindwise Financial LLC 401(k) Plan

401(k) retirement plan · Mindwise Financial LLC's Mindwise Financial LLC 401(k) Plan held $481K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$481K

Net assets (EOY)

$481K

People on this filing

Nick Rice signed Mindwise Financial LLC's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mindwise Financial LLC's EIN is 47-4786082.

EIN 47-4786082

Plan number 001

Plan year 2024

ACK ID 20250701104206NAL0030418194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mindwise Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mindwise Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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