How big is Mosaix Group's plan?

Mosaix Group's plan reported $644K in assets and 12 participants for 2024.

Original filing (PDF)20250718130811NAL0000854339001

Mosaix Group

Name: Mosaix Group — Mosaix Group Retirement Trust, Form 5500 (2024)
Creator: Mosaix Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mosaix Group Retirement Trust

401(k) retirement plan · Mosaix Group's Mosaix Group Retirement Trust held $644K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$644K

Net assets (EOY)

$644K

People on this filing

Plan Sponsor signed Mosaix Group's 2024 Form 5500 as plan administrator.

Plan Sponsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mosaix Group's EIN is 04-3649640.

EIN 04-3649640

Plan number 001

Plan year 2024

ACK ID 20250718130811NAL0000854339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mosaix Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mosaix Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MOSAIX GROUP

EIN

all filings

Address

160 ROYAL PINES DRIVE · ARDEN, NC · 28704

Phone

(828) 280-1672

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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