How big is Mindful Accounting Services LLC's plan?

Mindful Accounting Services LLC's plan reported $25K in assets and 1 participants for 2024.

Original filing (PDF)20250718112334NAL0001670945001

Mindful Accounting Services LLC

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

Form 5500-SF

FILING_RECEIVED

Mindful Accounting Services LLC 401(k) Plan

401(k) retirement plan · Mindful Accounting Services LLC's Mindful Accounting Services LLC 401(k) Plan held $25K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

People on this filing

Keiry ROSA signed Mindful Accounting Services LLC's 2024 Form 5500 as plan administrator.

Keiry ROSA — 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

Mindful Accounting Services LLC's EIN is 86-1234858.

EIN 86-1234858

Plan number 001

Plan year 2024

ACK ID 20250718112334NAL0001670945001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mindful Accounting Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MINDFUL ACCOUNTING SERVICES 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