Plan Snapshot
- Plan Sponsor: The Mosaic Company
- Sponsor EIN: 201026454
- Sponsor Address: 101 EAST KENNEDY BLVD, TAMPA, FL, 33602
- Plan Type: 401(k)
- Total Participants: 2,163
- Total Assets: $853.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,163 | $853.2M | $29.2M | $28.6M |
| 2023 | 2,173 | $790.5M | $29.8M | $28.0M |
| 2022 | 2,033 | $708.9M | $29.4M | $37.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $244,678 | — | $244,678 |
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $244,678
- Estimated Expense Ratio: 0.029% 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 | $137,585 | $244,678 | $1,800 | — | — |
| 2023 | $197,040 | $243,610 | $3,900 | — | — |
| 2022 | $309,800 | $271,853 | — | — | — |