How big is Mosaic Wealth Management Group's plan?

Mosaic Wealth Management Group's plan reported $26K in assets and 7 participants for 2024.

Original filing (PDF)20250730160623NAL0004992241001

Mosaic Wealth Management Group

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

Form 5500-SF

FILING_RECEIVED

Mosaic Wealth Management Group 401(k) Plan

401(k) retirement plan · Mosaic Wealth Management Group's Mosaic Wealth Management Group 401(k) Plan held $26K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

Stephanie Bosch signed Mosaic Wealth Management Group's 2024 Form 5500 as plan administrator.

Stephanie Bosch — 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 Management Group's EIN is 59-3702923.

EIN 59-3702923

Plan number 001

Plan year 2024

ACK ID 20250730160623NAL0004992241001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mosaic Wealth Management Group's 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 MANAGEMENT GROUP.

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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