How big is Mosaic Wealth Group LLC's plan?

Mosaic Wealth Group LLC's plan reported $480K in assets and 10 participants for 2024.

Original filing (PDF)20250501220103NAL0005963072042

Mosaic Wealth Group LLC

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

Form 5500-SF

FILING_RECEIVED

Mosaic Wealth Management 401(k) Plan

401(k) retirement plan · Mosaic Wealth Group LLC's Mosaic Wealth Management 401(k) Plan held $480K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$480K

Net assets (EOY)

$480K

Plan identifiers

Mosaic Wealth Group LLC's EIN is 85-3963413.

EIN 85-3963413

Plan number 001

Plan year 2024

ACK ID 20250501220103NAL0005963072042

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mosaic Wealth Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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