How big is Mind OC's plan?

Mind OC's plan reported $302K in assets and 88 participants for 2023.

Original filing (PDF)20240808145155NAL0008784464001

Mind OC

Name: Mind OC — Mind OC 403(b) Plan, Form 5500 (2023)
Creator: Mind OC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mind OC 403(b) Plan

401(k) retirement plan · Mind OC's Mind OC 403(b) Plan held $302K in plan assets for 88 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$302K

Net assets (EOY)

$302K

People on this filing

James B Sharp signed Mind OC's 2023 Form 5500 as plan administrator.

James B Sharp — 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

Mind OC's EIN is 82-3901590.

EIN 82-3901590

Plan number 001

Plan year 2023

ACK ID 20240808145155NAL0008784464001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mind OC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Mind OC's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MIND OC

EIN

all filings

Address

18650 MACARTHUR BOULEVARD · SUITE 220 · IRVINE, CA · 92612

Phone

(949) 569-9027

Industry

Health Care & Social Assistance

Plan administrator

Name

401K SAFE 3(16) LLC

EIN

83-0824803

City

ALVERTVILLE, AL

Phone

(256) 849-0585

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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