Caitlin Bateman signed Sondermind, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sondermind, Inc.'s EIN is 82-3006071.
Download the official 2024 Form 5500 (PDF) for Sondermind, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sondermind, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALPHA CAPITAL MANAGEMENT GROUP | 47-4360318 | — | ADVISOR | $12K | — |
| LPL FINANCIAL LLC | 04-3046611 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| IDXSEL MOD 2055 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $4.7M | 37.5% | |
| IDXSEL MOD 2045 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.4M | 11.5% | |
| FIDELITY FID 500 INDEX | Common Collective Trusts | — | — | $975K | 7.8% | |
| IDXSEL CONS 2055 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $776K | 6.2% | |
| IDXSEL AGGR 2055 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $725K | 5.8% | |
| IDXSEL MOD 2035 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $624K | 5.0% | |
| IDXSEL AGGR 2045 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $356K | 2.8% | |
| PUTNAM PUTN LG CAP VAL R6 | Mutual Funds | — | — | $318K | 2.5% | |
| IDXSEL CONS 2045 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $311K | 2.5% | |
| FIDELITY FID INTL INDEX | Mutual Funds | — | — | $306K | 2.4% | |
| FIDELITY FID SM CAP IDX | Common Collective Trusts | — | — | $299K | 2.4% | |
| IDXSEL CONS RETIRE I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $253K | 2.0% | |
| FIDELITY FID MID CAP IDX | Common Collective Trusts | — | — | $246K | 2.0% | |
| (interest rates of 4.50% to 9.50%, various maturity dates) | Bonds / Notes | — | — | $155K | 1.2% | |
| JPMORGAN JPM LG CAP GROWTH R6 | Other securities | — | — | $151K | 1.2% | |
| IDXSEL CONS 2065 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $113K | 0.9% | |
| FIDELITY FID US BOND IDX | Common Collective Trusts | — | — | $106K | 0.8% | |
| Money Market Fund GABELLI US MM I | Cash / Money Market | — | — | $105K | 0.8% | |
| JPMORGAN JPM SM CAP BLEND R6 | Other securities | — | — | $102K | 0.8% | |
| IDXSEL MOD RETIRE I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $94K | 0.8% | |
| INVESCO INVS SM CAP VAL R6 | Mutual Funds | — | — | $77K | 0.6% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $74K | 0.6% | |
| IDXSEL AGGR 2035 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $36K | 0.3% | |
| IDXSEL CONS 2035 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $28K | 0.2% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | — | $23K | 0.2% | |
| JPMORGAN JPM MID CAP GRTH R6 | Other securities | — | — | $22K | 0.2% | |
| AMERICAN FUNDS AF HIGH INCOME R6 | Mutual Funds | — | — | $21K | 0.2% | |
| IDXSEL MOD 2065 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $20K | 0.2% | |
| AMERICAN FUNDS AF BOND FD AMER R6 | Mutual Funds | — | — | $18K | 0.1% | |
| IDXSEL AGGR RETIRE I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $15K | 0.1% | |
| BLACKROCK BLKRK INFL PRO BD K | Other securities | — | — | $15K | 0.1% | |
| IDXSEL AGGR 2065 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $11K | <0.1% | |
| IDXSEL MOD 2025 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| IDXSEL AGGR 2025 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| IDXSEL CONS 2025 I GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $7K |
| — |
