# The Mosaic Company 401(k) Plan
Source: https://planprovider.pro/companies/the-mosaic-company-401k-plan-019

> The Mosaic Company's 401(k) plan: 1,777 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:** 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INST. OP. CO.](https://planprovider.pro/provider/fidelity-investments) — RECORD KEEPER

- [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:** $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|—|—|—|

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