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
7
Active participants
3,036
Total plan assets
$133.3M
Filings (rows)
8
Direct comp
$78K
Indirect comp
$168K
Aggregating 2 name variants under "MOSAIC FAMILY"
SERVICES PROVIDED
Advisor / Consultant4
Other3
Top plans served
Showing top 8 of 7 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CLINICA FAMILY HEALTH CLINICA FAMILY HEALTH 403(B) PLAN | LAFAYETTE, CO | Advisor / Consultant INVESTMENT ADVISORY | 525 | $33.8M | $0 |
| CLINICA FAMILY HEALTH CLINICA FAMILY HEALTH 403(B) PLAN | LAFAYETTE, CO | Advisor / Consultant INVESTMENT ADVISORY | 613 | $32.0M | $0 |
| AUTOMOTIVE PETROLEUM & ALLIED INDUSTRIES EMPLOYEES WELFARE FUND AUTOMOTIVE, PETROLEUM & ALLIED INDUSTRIES EMPLOYEE WELFARE FUND | EARTH CITY, MO | Other NONE | 824 | $28.1M | $48K |
| CLINICA FAMILY HEALTH CLINICA FAMILY HEALTH 403(B) PLAN | LAFAYETTE, CO | Advisor / Consultant INVESTMENT ADVISORY | 650 | $27.5M | $0 |
| CLINICA FAMILY HEALTH CLINICA FAMILY HEALTH 403(B) PLAN | LAFAYETTE, CO | Advisor / Consultant INVESTMENT ADVISORY | 650 | $27.5M | $0 |
| NWESTCO LLC NWESTCO RETIREMENT SAVINGS PLAN | KALISPELL, MT | Other INVESTMENT/FINANCIAL ADVI | 183 | $6.4M | $7K |
| NWESTCO, LLC NWESTCO RETIREMENT SAVINGS PLAN | KALISPELL, MT | Advisor / Consultant INVESTMENT ADVISOR | 177 | $5.5M | $15K |
| TEAMSTERS LOCAL 610 PRESCRIPTICARE TRUST TEAMSTERS LOCAL 610 PRESCRIPTICARE TRUST | MARYLAND HEIGHTS, MO | Other NONE | 64 | — | $7K |