# Mosaic Dental Collective, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mosaic-dental-collective-llc-401k-plan

> Mosaic Dental Collective, LLC's 401(k) plan: 537 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mosaic Dental Collective, LLC

- **Sponsor EIN:** 853855660

- **Sponsor Address:** 404 EAST 15TH STREET #14, VANCOUVER, WA, 98663

- **Plan Type:** 401(k)

- **Total Participants:** 537

- **Total Assets:** $31.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|537|$31.2M|$947,823|$2.5M|

| 2023|488|$27.0M|$743,822|$2.2M|

| 2022|430|$15.2M|$605,304|$1.8M|

## 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|

| UBS FINANCIAL SERVICES|INVESTMENT ADVISOR|$54,869|—|$54,869|

| NATIONAL BENEFIT SERVICES, LLC|CONTRACT ADMIN|$45,522|—|$45,522|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MANAGER|$15,003|—|$15,003|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$9,692|—|$9,692|

| PLATFORM CPA'S LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES](https://planprovider.pro/provider/ubs-financial-services-inc) — INVESTMENT ADVISOR

- [PLATFORM CPA'S LLP](https://planprovider.pro/provider/platform-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,086

- **Estimated Expense Ratio:** 0.401% 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|$122,688|—|$122,688|—|—|

| 2023|$82,648|—|—|—|—|

| 2022|$8,402|—|$8,402|—|—|

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