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Original filing (PDF)20251015123554NAL0006095216001
MINDGRUB TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
MINDGRUB TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
75
Accounts w/ balance
119
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Freedom 2050 Registered Investment Company" is 32% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINDGRUB TECHNOLOGIES LLC.
Plan sponsor
Name
MINDGRUB TECHNOLOGIES LLC
EIN
52-2381772
Address
1215 E FORT AVE STE 200 · BALTIMORE, MD · 212305104
Phone
(443) 405-1306
Industry
All Other Professional Services· 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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
YOUNT, HYDE & BARBOUR, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $20K | — |
Investments
32 direct securities· $7.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 Registered Investment Company | — | — | — | $2.3M | 31.9% | |
| Fidelity Freedom 2055 Registered Investment Company | — | — | — | $1.4M | 19.0% | |
| Fidelity Freedom 2040 Registered Investment Company | — | — | — | $750K | 10.4% | |
| Fidelity Freedom 2045 Registered Investment Company | — | — | — | $688K | 9.5% | |
| iShares S&P 500 Index Registered Investment Company | — | — | — | $635K | 8.8% | |
| Fidelity Freedom 2060 Registered Investment Company | — | — | — | $502K | 6.9% | |
| Fidelity Balanced Registered Investment Company | — | — | — | $111K | 1.5% | |
| Fidelity Freedom 2035 Registered Investment Company | — | — | — | $110K | 1.5% | |
| Fidelity Freedom 2030 Registered Investment Company | — | — | — | $80K | 1.1% | |
| Fidelity US Sustainability Index Fund Registered Investment Company | — | — | — | $75K | 1.0% | |
| Notes receivable from participants Various interest rates and maturities | — | — | — | $61K | 0.8% | |
| Fidelity Freedom 2065 Registered Investment Company | — | — | — | $56K | 0.8% | |
| American Funds Growth Fund of America Registered Investment Company | — | — | — | $54K | 0.8% | |
| Fidelity Freedom 2025 Registered Investment Company | — | — | — | $52K | 0.7% | |
| iShares Russell Mid-Cap Index Class K Registered Investment Company | — | — | — | $46K | 0.6% | |
| Fidelity Select Healthcare Registered Investment Company | — | — | — | $44K | 0.6% | |
| Allspring Special Mid Cap Value Fund R6 Registered Investment Company | — | — | — | $42K | 0.6% | |
| DFA US Small Cap Value Registered Investment Company | — | — | — | $39K | 0.5% | |
| iShares Russell 2000 Small Cap Registered Investment Company | — | — | — | $35K | 0.5% | |
| iSHares MSCI EAFE International Registered Investment Company | — | — | — | $34K | 0.5% | |
| American Funds New Perspectives Registered Investment Company | — | — | — | $33K | 0.5% | |
| JP Morgan Equity Income Registered Investment Company | — | — | — | $22K | 0.3% | |
| Fidelity Government Money Market Interest-bearing cash | — | — | — | $20K | 0.3% | |
| American Funds New World Registered Investment Company | — | — | — | $15K | 0.2% | |
| iShares US Aggregate Bond Index Registered Investment Company | — | — | — | $11K | 0.2% | |
| Federated Hermes Instl High Yield Bd IS Registered Investment Company | — | — | — | $9K | 0.1% | |
| Janus Henderson Triton Fund N Registered Investment Company | — | — | — | $8K | 0.1% | |
| MFS Mid Cap Growth Registered Investment Company | — | — | — | $6K | <0.1% | |
| T Rowe Price Real Estate I Registered Investment Company | — | — | — | $5K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Registered Investment Company | — | — | — | $4K | <0.1% | |
| Fidelity US Bond Index Registered Investment Company | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Inc K6 Registered Investment Company | — | — | — | $2K | <0.1% |
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