Brian Scott signed Mosaic ATM, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mosaic ATM, Inc.'s EIN is 20-1480428.
Download the official 2024 Form 5500 (PDF) for Mosaic ATM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mosaic ATM, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC | 13-3036745 | — | RECORDKEEPER | $4K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $370 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Mutual Funds | Common Collective Trusts | — | — | $4.9M | 18.9% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $3.9M | 15.2% | |
| Vangaurd Mid Cap Index Fund-Admiral Mutual Funds | Common Collective Trusts | — | — | $3.2M | 12.5% | |
| Vanguard Growth Index Adm Mutual Funds | Mutual Funds | — | — | $2.1M | 7.9% | |
| Blackrock Lifepath Index 2050 K Mutual Funds | Other securities | — | — | $1.7M | 6.5% | |
| American Funds American Balance R6 Mutual Funds | Mutual Funds | — | — | $1.3M | 5.1% | |
| Vanguard Total World Stock Index Admiral Mutual Funds | Mutual Funds | — | — | $1.2M | 4.6% | |
| Baird Core Plus Inst Mutual Funds | Other securities | — | — | $1.1M | 4.2% | |
| Vanguard Small Cap Index Adm Mutual Funds | Mutual Funds | — | — | $875K | 3.4% | |
| Vanguard Total Intl Stock Index Admiral Mutual Funds | Mutual Funds | — | — | $734K | 2.8% | |
| Vanguard Value Index Adm Mutual Funds | Mutual Funds | — | — | $715K | 2.8% | |
| Vanguard Inflation-Protected Secs Adm Mutual Funds | Mutual Funds | — | — | $555K | 2.1% | |
| FISHER INVEST ALL WORLD EQUITY 3 SEI TRUST COMPANY · EIN 47-1327741 / PN 001 | Common Collective Trust | — | — | $555K | 2.1% | |
| Blackrock Lifepath Index 2030 K Mutual Funds | Other securities | — | — | $550K | 2.1% | |
| Blackrock Lifepath Index 2040 K Mutual Funds | Other securities | — | — | $547K | 2.1% | |
| JPMorgan Mid Cap Value R6 Mutual Funds | Other securities | — | — | $463K | 1.8% | |
| Vanguard Total Bond Market Index Admiral Mutual Funds | Mutual Funds | — | — | $384K | 1.5% | |
| Blackrock Lifepath Index 2045 K Mutual Funds | Other securities | — | — | $243K | 0.9% | |
| Schwab SDB Brokerage Account | Self-Directed Brokerage | — | — | $205K | 0.8% | |
| FISHER INVESTMENTS US FIXED INCOME SEI TRUST COMPANY · EIN 47-1333674 / PN 001 | Common Collective Trust | — | — | $111K | 0.4% | |
| Principal Global Real Estate Sec R6 Mutual Funds | Other securities | — | — | $102K | 0.4% | |
| Notes receivable from participants Interest rates 4.25% to 9.50% | Bonds / Notes | — | — | $99K | 0.4% | |
| Vanguard Total Intl Bd Idx Admiral Mutual Funds | Common Collective Trusts | — | — | $94K | 0.4% | |
| Vanguard Wellesley Income Adm Mutual Funds | Mutual Funds | — | — | $82K | 0.3% | |
| PGIM High Yield R6 Mutual Funds | Other securities | — | — | $78K | 0.3% | |
| Blackrock Lifepath Index 2065 K Mutual Funds | Other securities | — | — | $54K | 0.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Funds | Common Collective Trusts | — | — | $22K | <0.1% | |
| Blackrock Lifepath Index Retirement K Mutual Funds | Other securities | — | — | $6K | <0.1% | |
| Blackrock Lifepath Index 2060 K Mutual Funds | Other securities | — | — | $1K | <0.1% | |
| METLIFE REL ST VAL 25053-0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
