Original filing (PDF)20251002113510NAL0000312051001

GEOFFREY DAVID LLC D/B/A MOSAIC STRATEGIES GROUP

Name: GEOFFREY DAVID LLC D/B/A MOSAIC STRATEGIES GROUP — MOSAIC STRATEGIES GROUP 401(K) PLAN, Form 5500 (2024)
Creator: GEOFFREY DAVID LLC D/B/A MOSAIC STRATEGIES GROUP

Form 5500-SF

FILING_RECEIVED

MOSAIC STRATEGIES GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$695K

Net assets (EOY)

$695K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEOFFREY DAVID LLC D/B/A MOSAIC STRATEGIES GROUP.

Plan sponsor

Name

GEOFFREY DAVID LLC D/B/A MOSAIC STRATEGIES GROUP

EIN

27-2094762all filings

Address

41 WATCHUNG PLAZA #351 · MONTCLAIR, NJ · 07042

Phone

(973) 841-7079

Industry

Professional & Technical Servicessee all

Plan administrator