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: 1,777
- Total Assets: $297.0M
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 | 1,777 | $297.0M | $12.6M | $17.2M |
| 2023 | 1,756 | $270.3M | $12.7M | $16.9M |
| 2022 | 1,767 | $254.9M | $12.0M | $56.5M |
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 | $171,482 | — | $171,482 |
| FIDELITY INVESTMENTS INST. OP. CO. | RECORD KEEPER | $75,682 | — | $75,682 |
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INST. OP. CO. — RECORD KEEPER
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $247,164
- Estimated Expense Ratio: 0.083% 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 | $247,176 | $171,482 | $2,100 | — | — |
| 2023 | $280,068 | $173,694 | $2,700 | — | — |
| 2022 | $322,556 | $184,098 | — | — | — |