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Original filing (PDF)20250819092427NAL0001060083001
SONDERMIND, INC.
Form 5500
FILING_RECEIVED
SONDERMIND, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
38% in single holding
Active participants
261
Accounts w/ balance
328
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
18 pooled trusts
Schedule D
32 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
81
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "GREAT GRAY IDXSEL MOD 2055 I" is 38% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SONDERMIND, INC..
Plan sponsor
Name
SONDERMIND, INC.
EIN
82-3006071
Address
1099 18TH ST · SUITE 2350 · DENVER, CO · 80202
Phone
(201) 961-2643
Industry
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
2025-08-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BROCK AND COMPANY CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALPHA CAPITAL MANAGEMENT GROUP | 47-4360318 | — | ADVISOR | $12K | — |
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $7K | — |
Investments
17 direct securities · 18 pooled funds· $12.5M(100% of reported assets)
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.
Common Collective Trust
$9.5M
18 holdings
Uncategorized
$3.0M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $306K | 2.4% | |
| FIDELITY FID SM CAP IDX | — | — | — | $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 | — | — | — | $246K | 2.0% | |
| (interest rates of 4.50% to 9.50%, various maturity dates) | — | — | — | $155K | 1.2% | |
| JPMORGAN JPM LG CAP GROWTH R6 | — | — | — | $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 | — | — | — | $106K | 0.8% | |
| Money Market Fund GABELLI US MM I | — | — | — | $105K | 0.8% | |
| JPMORGAN JPM SM CAP BLEND R6 | — | — | — | $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 | — | — | — | $77K | 0.6% | |
| MFS MID CAP VALUE R6 | — | — | — | $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 | — | — | — | $23K | 0.2% | |
| JPMORGAN JPM MID CAP GRTH R6 | — | — | — | $22K | 0.2% | |
| AMERICAN FUNDS AF HIGH INCOME R6 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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% |
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