Mindbody, Inc. 401(k) Profit Sharing Plan
Sponsored by Mindbody, Inc. · EIN 201898451 · Plan #001
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 1,000
- With balances
- 1,926
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
| Lockton Investment Advisors, Llc CRD 144133 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $193,230 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $30,900 |
| Lockton Investment Advisors | Investment management, Direct payment from the plan | $10,000 |