Back to filter
Original filing (PDF)20250625051800NAL0004534947001
MOSAIC MANAGEMENT INC
Form 5500-SF
FILING_RECEIVED
MOSAIC 401K PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
745
Accounts w/ balance
22
Plan assets (EOY)
$210K
Net assets (EOY)
$210K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 3% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOSAIC MANAGEMENT INC.
Plan sponsor
Name
MOSAIC MANAGEMENT INC
EIN
27-1407839
Address
650 HAWTHORNE AVE SE · SUITE 210 · SALEM, OR · 97301
Phone
(503) 391-9999
Industry
Real Estatesee all
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
2025-06-25
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
DOMAIN DEVELOPMENT CORP.
DOMAIN DEVELOPMENT CORP. 401(K) PLAN
$211K · 9 participants
SCOTT GRIFFIN FINANCIAL INC
SCOTT GRIFFIN FINANCIAL INC 401K PLAN
$211K · 3 participants
FCA ORBITA ASSET MANAGEMENT
FCA ORBITA ASSET MANAGEMENT
$210K · 3 participants
MURRAY CONSTRUCTION & REAL ESTATE, LLC
MURRAY CONSTRUCTION & REAL ESTATE, LLC 401 (K) PROFIT SHARING PLAN
$211K · 6 participants
GLENDALE ASSOCIATION OF REALTO
GLENDALE ASSOCIATION OF REALTO 401(K) PROFIT SHARING PLAN & TRUST
$211K · 8 participants
OLYMPIC TOWER CONDOMINIUM CORP.
OLYMPIC TOWER CONDOMINIUM 401(K) RETIREMENT PLAN
$209K · 1 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B