How big is Mosaic Management, LLC's plan?

Mosaic Management, LLC's plan reported $258K in assets and 197 participants for 2024.

Original filing (PDF)20250718064507NAL0002064912001

Mosaic Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Mosaic Management, LLC 401(k) Plan

401(k) retirement plan · Mosaic Management, LLC's Mosaic Management, LLC 401(k) Plan held $258K in plan assets for 197 participants in 2024.

Signals · 1

No auditor on file

Active participants

197

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

People on this filing

Chanelle Bryant signed Mosaic Management, LLC's 2024 Form 5500 as plan administrator.

Chanelle Bryant — 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 Management, LLC's EIN is 82-2778713.

EIN 82-2778713

Plan number 001

Plan year 2024

ACK ID 20250718064507NAL0002064912001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mosaic Management, LLC'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 MANAGEMENT, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score