Mosaic Pacific Investment Advisors

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

817

Total plan assets

$129.1M

Filings (rows)

Direct comp

$288K

Indirect comp

$56K

Showing only "MOSAIC PACIFIC INVESTMENT ADVISORS"

View all 3 variants aggregated →

MOSAIC PACIFIC INVESTMENT ADVISORS6 MOSAIC PACIFICINVESTMENT ADVISOR3 MOSAIC PACIFIC INVESTMENT ADVISOR1

SERVICES PROVIDED

Investment manager5

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
C.S. WO & Sons, LLC C.S. WO & Sons, LLC Profit Sharing Plan · all filings	HONOLULU, HI	Advisor / Consultant	195	$33.5M	$68K	$0
C.S. WO & Sons, LLC C.S. WO & Sons, LLC Profit Sharing Plan · all filings	HONOLULU, HI	Investment manager	188	$30.3M	$56K	$0
C.S. WO & Sons, LLC C.S. WO & Sons, LLC Profit Sharing Plan · all filings	HONOLULU, HI	Investment manager	181	$25.3M	$52K	$38K
Pacific Transfer LLC Pacific Transfer LLC Profit Sharing Plan · all filings	HONOLULU, HI	Investment manager	91	$14.8M	$39K	$0
Pacific Transfer LLC Pacific Transfer LLC Profit Sharing Plan · all filings	HONOLULU, HI	Investment manager	82	$13.6M	$37K	$0
Pacific Transfer LLC Pacific Transfer LLC Profit Sharing Plan · all filings	HONOLULU, HI	Investment manager	80	$11.7M	$37K	$18K