Mosaic Group, LLC's EIN is 81-1918765.
Download the official 2024 Form 5500 (PDF) for Mosaic Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mosaic Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $1.2M | 30.3% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $753K | 19.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $661K | 16.8% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $240K | 6.1% | |
| Vanguard Star Inv | Mutual Funds | — | — | $195K | 5.0% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $189K | 4.8% | |
| Vanguard Target Retirement 2065 Fund Investor Shares | Mutual Funds | — | — | $110K | 2.8% | |
| Vanguard Target Retirement 2025 Inv 150 Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $108K | 2.8% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $95K | 2.4% | |
| MFS Massachusetts Investors GR Stk R5 | Mutual Funds | — | — | $76K | 1.9% | |
| JP Morgan JP Morgan Mid Cap Growth R6 | Other securities | — | — | $72K | 1.8% | |
| Black Rock Blackrock Midcap Index Fund Class K | Common Collective Trusts | — | — | $62K | 1.6% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $51K | 1.3% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $32K | 0.8% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $30K | 0.8% | |
| Insurance Contract * The Standard Ins Co Stable Asset Fund D | Common Stocks | — | — | $27K | 0.7% | |
| Fidelity Advisor Total BD Z 240 JP Morgan Goldman Sachs GQG Partners Intl Opp Fd R6 | Mutual Funds | — | — | $17K | 0.4% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $15K | 0.4% | |
| Neuberger Berman Neuberger Berman Large Cp Vl R6 | Other securities | — | — | $6K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
