Mosaic Family

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,036

Total plan assets

$133.3M

Filings (rows)

Direct comp

$78K

Indirect comp

$168K

Aggregating 2 name variants under "MOSAIC FAMILY"

Click a variant to view it alone

MOSAIC FAMILY WEALTH PARTNERS4 MOSAIC FAMILY WEALTH4

SERVICES PROVIDED

Advisor / Consultant4

Other service providers3

Prospecting the plans that use Mosaic Family?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 7 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Clinica Family Health Clinica Family Health 403(b) Plan · all filings	LAFAYETTE, CO	Advisor / Consultant	525	$33.8M	$0	$54K
Clinica Family Health Clinica Family Health 403(b) Plan · all filings	LAFAYETTE, CO	Advisor / Consultant	613	$32.0M	$0	$56K
Automotive Petroleum & Allied Industries Employees Welfare Fund Automotive, Petroleum & Allied Industries Employee Welfare Fund · all filings	EARTH CITY, MO	Other service providers	824	$28.1M	$48K	$0
Clinica Family Health Clinica Family Health 403(b) Plan · all filings	LAFAYETTE, CO	Advisor / Consultant	650	$27.5M	$0	$58K
Nwestco LLC Nwestco Retirement Savings Plan · all filings	KALISPELL, MT	Other service providers	183	$6.4M	$7K	$0
Nwestco, LLC Nwestco Retirement Savings Plan · all filings	KALISPELL, MT	Advisor / Consultant	177	$5.5M	$15K	$0
Teamsters Local 610 Prescripticare Trust Teamsters Local 610 Prescripticare Trust · all filings	MARYLAND HEIGHTS, MO	Other service providers	64	—	$7K	$0