Employers › MINDBODY
Recordkeeping fees per participant · Mindbody, Inc. 401(k) Profit Sharing Plan · plan year 2024
$69.97
Higher than 50% of the 5,847 plans $50 to 250M that report it.
= $134,756 / 1,926
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008103438NAL0005410625001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008103438NAL0005410625001, received 2025-10-08
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-08.
Administrative expenses excluding investment management, per participant
$69.97
Higher than 35% of the 8,758 plans $50 to 250M that report it.
= $134,756 / 1,926
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008103438NAL0005410625001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008103438NAL0005410625001, received 2025-10-08
Administrative expenses per participant
$121.62
Higher than 45% of the 9,042 plans $50 to 250M that report it.
= $234,238 / 1,926
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008103438NAL0005410625001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008103438NAL0005410625001, received 2025-10-08
Administrative expenses as a share of assets
0.191%
Higher than 67% of the 9,049 plans $50 to 250M that report it.
= $234,238 / $122,845,199
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008103438NAL0005410625001, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008103438NAL0005410625001, received 2025-10-08
Employer contributions per participant
$2,650
Higher than 48% of the 9,105 plans $50 to 250M that report it.
= $5,104,279 / 1,926
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008103438NAL0005410625001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008103438NAL0005410625001, received 2025-10-08
Employer share of total contributions
30.7%
Higher than 54% of the 9,112 plans $50 to 250M that report it.
= $5,104,279 / $16,645,880
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008103438NAL0005410625001, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008103438NAL0005410625001, received 2025-10-08
Plan terms are described in MINDBODY, Inc.'s SEC filings: Form 10-K filed 2018-03-01. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008103438NAL0005410625001, received 2025-10-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MINDBODY, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Plan name | MINDBODY, INC. 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Sponsor EIN / plan number | 20-1898451 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Sponsor location | SAN LUIS OBISPO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Industry (business code) | 541511, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Filing received | 2025-10-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Participants, beginning of year | 2,048 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Active participants | 1,000 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Participants, end of year | 1,949 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Participants with an account balance | 1,926 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Total assets, beginning of year | $102,451,518 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Total assets, end of year | $122,845,199 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Net assets, end of year | $122,845,199 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Total income | $32,526,135 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Net income | $20,393,681 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Employer contributions | $5,104,279 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Participant contributions | $10,132,678 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Other contributions (incl. rollovers) | $1,408,923 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Total contributions | $16,645,880 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Benefit payments | $11,896,935 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Total expenses (incl. benefit payments) | $12,132,454 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Total administrative expenses | $234,238 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Recordkeeping fees | $134,756 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Investment advisory and management fees | $99,482 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Administrative expenses excluding investment management | $134,756 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Held in common/collective trusts | $4,707,833 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Held in mutual funds | $115,613,393 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251008103438NAL0005410625001, received 2025-10-08 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008103438NAL0005410625001, received 2025-10-08 |
Position = column in the DOL layout for form year 2024. Filing 20251008103438NAL0005410625001, received 2025-10-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $193,230 | no |
| CREATIVE PLANNING HOLDCO LLC | NONE | 28 Investment management; 50 Direct payment from the plan | $30,900 | no |
| LOCKTON INVESTMENT ADVISORS | NONE | 28 Investment management; 50 Direct payment from the plan | $10,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251008103438NAL0005410625001, received 2025-10-08.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $102,451,518 | $122,845,199 | 19.9% |
| Participants with a balance | 2,024 | 1,926 | -4.8% |
| Administrative expenses | $226,015 | $234,238 | 3.6% |
| Recordkeeping fees per participant | $70.31 | $69.97 | -0.5% |
| Employer contributions | $4,787,660 | $5,104,279 | 6.6% |
Prior filing 20241003142031NAL0010658353006, received 2024-10-03; the plan years are contiguous.
Sponsor name as filed: MINDBODY, INC.; SEC registrant: MINDBODY, Inc. (CIK 1458962, matched by EIN).