Original filing (PDF)20250821163655NAL0004352961001

MEDIAMOSAIC, INC. DBA THE MOSAIC COMPANY

Name: MEDIAMOSAIC, INC. DBA THE MOSAIC COMPANY — MOSAIC 401(K) PLAN, Form 5500 (2024)
Creator: MEDIAMOSAIC, INC. DBA THE MOSAIC COMPANY

Form 5500

FILING_RECEIVED

MOSAIC 401(K) PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

137

Accounts w/ balance

182

Plan assets (EOY)

$22.6M

Net assets (EOY)

$22.6M

How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDIAMOSAIC, INC. DBA THE MOSAIC COMPANY.

Plan sponsor

Name

MEDIAMOSAIC, INC. DBA THE MOSAIC COMPANY

EIN

91-1734522

Address

707 S GRADY WAY · SUITE 450 · RENTON, WA · 98057

Phone

(425) 254-1724

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$36K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALERA INVESTMENT ADVISORS LLC	82-1301701	—	ADVISOR	$25K	—
STRATEGIC ADVISORS, INC.

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

33 direct securities · 1 pooled fund· $22.3M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$21.7M

32 holdings

Participant loans

$358K

1 holding

Common Collective Trust

$229K

1 holding

					% of plan
Vanguard Target Retirement 2045 Mutual Fund ** $	Other securities	—	—	$3.4M	15.3%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$2.4M	10.5%
Vanguard Target Retirement 2050 Mutual Fund	Other securities	—	—	$2.2M	9.8%
Vanguard Target Retirement 2040 Mutual Fund	Other securities	—	—	$2.2M	9.8%
Vanguard Target Retirement 2035 Mutual Fund	Other securities	—	—	$1.8M	8.0%
Vanguard Target Retirement 2025 Mutual Fund	Other securities	—	—	$1.2M	5.5%
Fidelity Growth Discovery Fund Class K Mutual Fund	Other securities	—	—	$1.2M	5.5%
Vanguard Target Retirement 2030 Mutual Fund	Other securities	—	—	$1.1M	4.9%
Vanguard Target Retirement 2055 Mutual Fund	Other securities	—	—	$1.1M	4.8%
Janus Henderson Global Technology Innovation Fund I Mutual Fund	Other securities	—	—	$653K	2.9%
Vanguard Target Retirement 2060 Mutual Fund	Other securities	—	—	$503K	2.2%
Vanguard Target Retirement 2020 Mutual Fund	Other securities	—	—	$502K	2.2%
Fidelity Total Market Index Mutual Fund	Other securities	—	—	$433K	1.9%
vested balance, maturing through * Participant Loans November 2029 -0-	Participant loans	—	—	$358K	1.6%
Janus Henderson Flexible Bond Mutual Fund	Other securities	—	—	$354K	1.6%
Fidelity Small Cap Growth Mutual Fund	Other securities	—	—	$318K	1.4%
Hartford Dividend and Growth R6 Mutual Fund	Other securities	—	—	$281K	1.2%
Invesco International Small-Mid Company Y Mutual Fund	Other securities	—	—	$234K	1.0%
MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	—	—	$229K	1.0%
MFS International Growth R6 Mutual Fund	Other securities	—	—	$216K	1.0%
JPM Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$186K	0.8%
Hartford Healthcare Fund Class IA Mutual Fund	Other securities	—	—	$179K	0.8%
Vanguard Intermediate-Term Bond Mutual Fund	Other securities	—	—	$177K	0.8%
DFA Emerging Markets Core Equity Mutual Fund	Other securities	—	—	$152K	0.7%
Vanguard Midcap Index Adm Mutual Fund	Other securities	—	—	$148K	0.7%
Vanguard Small Cap Value Index Adm Mutual Fund	Other securities	—	—	$144K	0.6%
Columbia Overseas Value A Mutual Fund	Other securities	—	—	$140K	0.6%
Allspring Special MidCap Value R6 Mutual Fund	Other securities	—	—	$100K	0.4%
Principal Real Estate Securities Inst Mutual Fund	Other securities	—	—	$83K	0.4%
Vanguard Small Cap Index Adm Mutual Fund	Other securities	—	—	$77K	0.3%
Vanguard Short-Term Investment-Grade Mutual Fund	Other securities	—	—	$60K	0.3%
Fidelity Select Energy Mutual Fund	Other securities	—	—	$25K	0.1%
Mass Mutual Premier High Yield Mutual Fund	Other securities	—	—	$22K	<0.1%
Vanguard Target Retirement 2030 Mutual Fund	Other securities	—	—	$6K	<0.1%