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Sponsor portfolio

MINDSHARE, INC

EIN 27-5497833-professional training & coaching-Latest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
6
2800 E WHITESTONE BLVD #120 - CEDAR PARK, TX 78613512-554-3761mindshare.comLinkedIn1-10 employeesprofessional training & coaching
Plans on this EIN
2 filings
#002CashBalance-$2.0M - 3 part#001ProfitSharing-$25K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • CASH BALANCE PENSION (#002)99%
  • INC RETIREMENT PLAN (#001)1%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)3
  • INC RETIREMENT PLAN (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MINDSHARE, INC CASH BALANCE PENSION PLAN

CashBalance

Assets$2.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MINDSHARE, INC RETIREMENT PLAN

ProfitSharing

Assets$25K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MINDSHARE, INC CASH BALANCE PENSION PLANCashBalance$2.0M32024
001MINDSHARE, INC RETIREMENT PLANProfitSharing$25K32024
Retirement plans
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