# The Mosaic Company 401(k) Plan
Source: https://planprovider.pro/companies/the-mosaic-company-401k-plan-004

> The Mosaic Company's 401(k) plan: 2,163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [KPMG LLP](https://planprovider.pro/provider/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|—|—|—|

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