How big is Mosaic Wealth Solutions, LLC's plan?

Mosaic Wealth Solutions, LLC's plan reported $3.3M in assets and 10 participants for 2024.

Original filing (PDF)20251003150244NAL0000928387001

Mosaic Wealth Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

Mosaic Wealth Solutions 401(k) Plan

401(k) retirement plan · Mosaic Wealth Solutions, LLC's Mosaic Wealth Solutions 401(k) Plan held $3.3M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Mosaic Wealth Solutions, LLC's EIN is 81-4440734.

EIN 81-4440734

Plan number 001

Plan year 2024

ACK ID 20251003150244NAL0000928387001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mosaic Wealth Solutions, LLC's plan includes profit-sharing, a 401(k) feature, 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 MOSAIC WEALTH SOLUTIONS, 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

Knocking points off