How big is Mosaic Wealth Partners' plan?

Mosaic Wealth Partners' plan reported $1.1M in assets and 20 participants for 2024.

Original filing (PDF)20250630090600NAL0027031794002

Mosaic Wealth Partners

Name: Mosaic Wealth Partners — Mosaic Wealth Partners, Form 5500 (2024)
Creator: Mosaic Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mosaic Wealth Partners 401(k) Plan

401(k) retirement plan · Mosaic Wealth Partners' Mosaic Wealth Partners 401(k) Plan held $1.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Laurie Allen signed Mosaic Wealth Partners' 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Mosaic Wealth Partners' EIN is 45-5603500.

EIN 45-5603500

Plan number 001

Plan year 2024

ACK ID 20250630090600NAL0027031794002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mosaic Wealth Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOSAIC WEALTH PARTNERS.

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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