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Original filing (PDF)20231016141905NAL0025050835001
MOSAIC TECHNOLOGIES GROUP
Form 5500
FILING_RECEIVED
MOSAIC TECHNOLOGIES GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
9 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$10.2M
Net assets (EOY)
$0
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOSAIC TECHNOLOGIES GROUP.
Plan sponsor
Name
MOSAIC TECHNOLOGIES GROUP
EIN
20-2293216
Address
8135 MAPLE LAWN BLVD STE 450 · FULTON, MD · 207592571
Phone
(301) 725-0925
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SAGGAR & ROSENBERG, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $3K | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| AMERICAN CENTURY INVESTMENT MANAGEM | 20-0623152 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| OAKMARK | 04-3276558 | — | NONE | $0 | — |
| THORNBURG FUNDS | 85-0301299 | — | NONE | $0 | — |
| VICTORY FUNDS | 13-2700161 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.