Plan Snapshot
- Plan Sponsor: Mosaic Building Group, INC.
- Sponsor EIN: 474119508
- Sponsor Address: 2226 W NORTHERN AVE, PHOENIX, AZ, 85021
- Plan Type: 401(k)
- Total Participants: 54
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 54 | $2.0M | $64,311 | $520,523 |
| 2023 | 56 | $2.5M | $100,678 | $693,352 |
| 2022 | 95 | $1.4M | $137,052 | $755,153 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $16,826 | — | $16,826 |
| GLOBAL RETIREMENT PARTNERS | NONE | $11,366 | — | $11,366 |
| KIMBERLIN COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- KIMBERLIN COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,192
- Estimated Expense Ratio: 1.378% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $28,192 | $11,366 | $16,826 | — | — |
| 2023 | $15,401 | $8,879 | $6,522 | — | — |
| 2022 | $21,095 | $4,739 | $16,356 | — | — |