Mosaic Family Wealth Partners

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

1,971

Total plan assets

$99.7M

Filings (rows)

Direct comp

$7K

Indirect comp

$144K

Showing only "MOSAIC FAMILY WEALTH PARTNERS"

View all 2 variants aggregated →

MOSAIC FAMILY WEALTH PARTNERS4 MOSAIC FAMILY WEALTH4

SERVICES PROVIDED

Advisor / Consultant3

Other service providers1

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Plans served

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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
Clinica Family Health Clinica Family Health 403(b) Plan · all filings	LAFAYETTE, CO	Advisor / Consultant	650	$27.5M	$0	$34K
Nwestco LLC Nwestco Retirement Savings Plan · all filings	KALISPELL, MT	Other service providers	183	$6.4M	$7K	$0