How big is Mozaic, LLC's plan?

Mozaic, LLC's plan reported $5.1M in assets and 7 participants for 2024.

Original filing (PDF)20250918125933NAL0000668211001

Mozaic, LLC

Name: Mozaic, LLC — Mozaic, LLC Profit Sharing Plan, Form 5500 (2024)
Creator: Mozaic, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mozaic, LLC Profit Sharing Plan

Defined-contribution retirement plan · Mozaic, LLC's Mozaic, LLC Profit Sharing Plan held $5.1M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

Mozaic, LLC's EIN is 51-0654129.

EIN 51-0654129

Plan number 001

Plan year 2024

ACK ID 20250918125933NAL0000668211001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mozaic, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mozaic, LLC's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Plan sponsor

Name

MOZAIC, LLC

EIN

all filings

Address

350 SOUTH BEVERLY DRIVE · STE #340 · BEVERLY HILLS, CA · 90212

Phone

(310) 247-9657

Industry

Finance & Insurance

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

2025-09-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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