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Original filing (PDF)20251014055333NAL0003206208001
SERVICE MINDS, LLC
Form 5500
FILING_RECEIVED
SERVICE MINDS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~147 bps in Sched C fees
Active participants
570
Accounts w/ balance
334
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 147 bps in Schedule C fees — 183% above peer band of 52 bps.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERVICE MINDS, LLC.
Plan sponsor
Name
SERVICE MINDS, LLC
EIN
87-4736304
Address
624 67TH STREET CIRCLE EAST · BRADENTON, FL · 34208
Phone
(813) 624-9762
Industry
Electrical Contractors· Constructionsee 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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEIHAUS CPA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $53K | — |
| PENTEGRA SERVICE, INC. | 13-3745616 | — | RECORDKEEPER | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
Investments
26 direct securities · 1 pooled fund· $5.6M(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.
Registered Investment Companies
$5.5M
25 holdings
Uncategorized
$82K
1 holding
Common Collective Trust
$33K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $955K | 17.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $885K | 15.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $756K | 13.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $631K | 11.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $448K | 8.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $357K | 6.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $344K | 6.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $302K | 5.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $192K | 3.4% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $137K | 2.5% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $96K | 1.7% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $88K | 1.6% | |
| PARTICIPANT LOANS 701 REGISTERED INVESTMENT COMPANY VANGUARD SMALL CAP INDEX ADMRL | — | — | — | $82K | 1.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $67K | 1.2% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $44K | 0.8% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $35K | 0.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $33K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $24K | 0.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $21K | 0.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $17K | 0.3% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $11K | 0.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $11K | 0.2% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $9K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $7K | 0.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $7K | 0.1% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $2K | <0.1% |
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