How big is Mosaic Care, PLLC's plan?

Mosaic Care, PLLC's plan reported $311K in assets for 2025.

Original filing (PDF)20260112174110NAL0026416898001

Mosaic Care, PLLC

Name: Mosaic Care, PLLC — Avance 401(k) Plan, Form 5500 (2025)
Creator: Mosaic Care, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avance 401(k) Plan

401(k) retirement plan · Mosaic Care, PLLC's Avance 401(k) Plan reported $311K in plan assets in 2025.

Signals · 1

Late filing · 37.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$311K

Net assets (EOY)

$311K

Plan identifiers

Mosaic Care, PLLC's EIN is 86-2646775.

EIN 86-2646775

Plan number 001

Plan year 2025

ACK ID 20260112174110NAL0026416898001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mosaic Care, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mosaic Care, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 37.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

MOSAIC CARE, PLLC

EIN

all filings

Address

1512 E. FRANKLIN STREET · CHAPEL HILL, NC · 27514

Phone

(919) 240-7269

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2021-08-01

Tax period

2021-12-31

Filed

2026-01-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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