Plan Ledger DOL Form 5500 · updated monthly

Mindful Health Solutions401(k)

MHS-TMS 401(K) PROFIT SHARING PLAN & TRUST · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.51%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Mindful Health Solutions reported $63,064 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,954 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.54% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,536th-largest of 9,483 plans among California employers on file, and the 4,648th of 11,911 in health care & social assistance. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,151,525
Participants with balances272
Active participants300
Employer contributions$1,186,092
Employee contributions$2,027,094
Employer contribution per active participant$3,954
Average account balance$52,028
Benefits paid to participants$2,560,925
Plan auditUnmodified (clean) audit opinion
AuditorREDWITZ, INC.
Plan history2
Yearassets · accounts · employer contribution
2024$14.2M · 272 accts · $1.2M emplr
2023$10.6M · 253 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,886
Investment management$36,178
Total administrative$63,064
The Mindful Health Solutions 401(k) match · 2024
Employer contribution per active participant$3,954
Median for plans this size$2,416
2024$3,954 per active participant
2023$3,137 per active participant

Mindful Health Solutions's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MMA SECURITIES · Investment advisory (plan)$31,336
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,157

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$63,064 · 0.51%
2023$46,746 · 0.54%
Similar plansHealth Care & Social Assistance · California
Exagen Inc. CA$14.3M · 0.45%
Autism Learning Partners CA$14.3M · 1.79%
Vnacare CA$14.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260522962 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.