Mindbody, Inc. 401(k) Plan: Login, Facts & Contact Information

Mindbody, Inc. 401(k) Plan Facts

Plan name
MINDBODY, INC. 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MINDBODY, INC.
Participants
2,048 (1,000 active employees)
Former employees with a balance
943
Plan assets
$122,845,199 at Dec 31, 2024
Average account balance
$63,783 across 1,926 accounts
Employer contributions
$5,104,279 in plan year 2024 (31% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2009
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $16.6 million went into the plan in contributions, $5.10 million of it from the employer (31%).
  • $11.9 million was paid out to participants.
  • Investment and other income added $15.9 million.
  • Administrative expenses were $234,238, about $122 per account.

How the Mindbody, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,849$52.8 million$4.39 million$4.04 million
20201,767$61.4 million$1.65 million$9.34 million
20211,572$77.6 million$3.83 million$7.73 million
20221,527$80.6 million$4.88 million$11.3 million
20232,161$102.5 million$4.79 million$10.4 million
20242,048$122.8 million$5.10 million$11.9 million

Mindbody, Inc. 401(k) Contact Information

Phone
805-476-2700
Mailing address
4051 BROAD STREET, STE. 220, SAN LUIS OBISPO CA 93401
Plan sponsor
MINDBODY, INC.
Employer identification number (EIN)
20-1898451
Plan number
001

Questions about the Mindbody, Inc. 401(k)

Does Mindbody, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $5.10 million, 31% of all contributions.

Does the Mindbody, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Mindbody, Inc 401(k) plan?

2,048 participants at the start of plan year 2024, 1,000 of them active employees, and 943 former employees who still had money in the plan.

What is the average 401(k) balance at Mindbody, Inc?

About $63,783 per account: $122.8 million in plan assets across 1,926 accounts with a balance at the end of plan year 2024.

Who manages the Mindbody, Inc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Mindbody, Inc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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