Plan Snapshot
- Plan Sponsor: Mosaic Health
- Sponsor EIN: 161293681
- Sponsor Address: 1 S WASHINGTON ST. SUITE 300, ROCHESTER, NY, 14614
- Plan Type: 403(b)
- Total Participants: 126
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 126 | $7.2M | $293,416 | $615,696 |
| 2023 | 151 | $6.6M | $279,447 | $598,729 |
| 2022 | 149 | $5.1M | $255,070 | $534,836 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $42,468 | — | $42,468 | — | — |
| 2023 | $38,617 | — | $38,617 | — | — |
| 2022 | $36,092 | — | $36,092 | — | — |