Plan Snapshot
- Plan Sponsor: Mosaic Health System
- Sponsor EIN: 431283316
- Sponsor Address: 5325 FARAON STREET, ST. JOSEPH, MO, 64506
- Plan Type: 401(k)
- Total Participants: 4,771
- Total Assets: $453.2M
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 | 4,771 | $453.2M | $1,913 | $24.6M |
| 2023 | 4,614 | $413.4M | $9.4M | $24.2M |
| 2022 | 4,518 | $355.6M | $8.5M | $22.3M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $275,146 | $67,504 | — | — | — |
| 2023 | $222,486 | — | — | — | — |
| 2022 | $217,901 | $4,766 | $213,135 | — | — |