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Original filing (PDF)20251013120408NAL0000577571001
MOSAIC DIAGNOSTIC LLC
Form 5500
FILING_RECEIVED
MOSAIC DIAGNOSTICS LLC
401(k) retirement plan
Active participants
113
Accounts w/ balance
148
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOSAIC DIAGNOSTIC LLC.
Plan sponsor
Name
MOSAIC DIAGNOSTIC LLC
EIN
87-2983403
Address
8400 W 110TH STREET · SUITE 500 · OVERLAND PARK, KS · 66210
Phone
(913) 341-8949
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MARR AND COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Investments
36 direct securities· $5.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY - FREEDOM 2050 Mutual Funds (1) | — | — | — | $699K | 12.8% | |
| FIDELITY - FREEDOM 2035 Mutual Funds (1) | — | — | — | $601K | 11.0% | |
| FIDELITY - TOTAL MKT IDX Mutual Funds (1) | — | — | — | $553K | 10.2% | |
| FIDELITY - FREEDOM 2045 Mutual Funds (1) | — | — | — | $438K | 8.0% | |
| FIDELITY - FREEDOM 2055 Mutual Funds (1) | — | — | — | $435K | 8.0% | |
| FIDELITY - GROWTH COMPANY Mutual Funds (1) | — | — | — | $416K | 7.7% | |
| FIDELITY - FREEDOM 2040 Mutual Funds (1) | — | — | — | $250K | 4.6% | |
| FIDELITY - FREEDOM 2030 Mutual Funds (1) | — | — | — | $225K | 4.1% | |
| FIDELITY - FREEDOM 2020 Mutual Funds (1) | — | — | — | $206K | 3.8% | |
| FIDELITY - FIDELITY FUND Mutual Funds (1) | — | — | — | $163K | 3.0% | |
| FIDELITY - FREEDOM 2060 Mutual Funds (1) | — | — | — | $161K | 3.0% | |
| FIDELITY - BLUE CHIP GR Mutual Funds (1) | — | — | — | $159K | 2.9% | |
| FIDELITY - MID CAP STOCK Mutual Funds (1) | — | — | — | $130K | 2.4% | |
| FIDELITY - GOVT MMKT Mutual Funds (1) | — | — | — | $125K | 2.3% | |
| FIDELITY - REAL ESTATE INVS Mutual Funds (1) | — | — | — | $87K | 1.6% | |
| PARTICIPANT NOTES RECEIVABLE Interest Rate of 9.25% (1) | — | — | — | $74K | 1.4% | |
| FIDELITY - SMALL CAP VALUE Mutual Funds (1) | — | — | — | $63K | 1.2% | |
| FIDELITY – VALUE Mutual Funds (1) | — | — | — | $63K | 1.2% | |
| FIDELITY - FREEDOM 2065 Mutual Funds (1) | — | — | — | $62K | 1.1% | |
| FIDELITY - OTC PORTFOLIO Mutual Funds (1) | — | — | — | $58K | 1.1% | |
| FIDELITY - OVERSEAS Mutual Funds (1) | — | — | — | $57K | 1.0% | |
| FIDELITY - DIVIDEND GR Mutual Funds (1) | — | — | — | $47K | 0.9% | |
| FIDELITY - VALUE STRAT Mutual Funds (1) | — | — | — | $47K | 0.9% | |
| FIDELITY - LARGE CAP STOCK Mutual Funds (1) | — | — | — | $45K | 0.8% | |
| FIDELITY - SM CAP DISCOVERY Mutual Funds (1) | — | — | — | $38K | 0.7% | |
| FIDELITY - EXTD MKT IDX Mutual Funds (1) | — | — | — | $36K | 0.7% | |
| FIDELITY - EQUITY INC Mutual Funds (1) | — | — | — | $34K | 0.6% | |
| FIDELITY - INTL CAP APPREC Mutual Funds (1) | — | — | — | $34K | 0.6% | |
| FIDELITY - FREEDOM 2025 Mutual Funds (1) | — | — | — | $33K | 0.6% | |
| FIDELITY - PURITAN Mutual Funds (1) | — | — | — | $20K | 0.4% | |
| FIDELITY - FOCUSED STOCK Mutual Funds (1) | — | — | — | $17K | 0.3% | |
| FIDELITY - INVST GR BD Mutual Funds (1) | — | — | — | $17K | 0.3% | |
| FIDELITY - CONTRAFUND Mutual Funds (1) | — | — | — | $7K | 0.1% | |
| FIDELITY - GROWTH STRAT Mutual Funds (1) | — | — | — | $2K | <0.1% | |
| FIDELITY - FREEDOM 2010 Mutual Funds (1) | — | — | — | $1K | <0.1% | |
| FIDELITY - INTERMED BOND Mutual Funds (1) | — | — | — | $1K | <0.1% |
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