Retirement plan

BODYMIND BALANCE, INC. 401(K) PLAN

Name: BODYMIND BALANCE, INC. - BODYMIND BALANCE, INC. 401(K) PLAN (2025) Form 5500
Creator: BODYMIND BALANCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BODYMIND BALANCE, INC. 401(K) PLAN, BODYMIND BALANCE, INC.

BODYMIND BALANCE, INC.EIN 31-1574372Plan #001PY 2025

1940 DANA AVE., UNIT 2 - CINCINNATI, OH 45207513-351-7587bmbpilates.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$171K

-15.5% from 2024

Total participants

0.0% from 2024

Average account balance

$85,662

-15.5% from 2024

Annual return

-27.98%

-45.04 pp from 2024

Benchmarks

See 9,624 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort9,624 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$171K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$86K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-27.98%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$100

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3D2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$199

$199 / participant

Other / not subdivided$199100.0%

% of EOY assets

0.116%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,662

$157,829-45.7%

$136,867-37.4%

$198,609-56.9%

Participation rate

100.0%

77.2%+22.8pp

74.5%+25.5pp

82.4%+17.6pp

Annual return

-27.98%

51.25%-79.2pp

42.97%-71.0pp

202.70%-230.7pp

Employer contribution / active EE

$1,740

$3,923-55.6%

$3,547-50.9%

$5,055-65.6%

Participant deferral / active EE

$23,500

$5,463+330.2%

$4,924+377.3%

$6,977+236.8%

Admin fee / account holder

$100

$11,107-99.1%

$10,340-99.0%

$19,030-99.5%

BODYMIND BALANCE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BODYMIND BALANCE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion