Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOSAIC FINANCIAL GROUP
EIN 42-1671078financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
9
307 N. MAIN STREET - MOUNT VERNON, OH 43050740-392-7177mosaicfg.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MOSAIC FINANCIAL GROUP CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MOSAIC FINANCIAL GROUP PROFIT SHARING PLAN
ProfitSharing
Assets$342K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MOSAIC FINANCIAL GROUP CASH BALANCE PLAN | CashBalance | $2.7M | 5 | 2025 | |
| 001 | MOSAIC FINANCIAL GROUP PROFIT SHARING PLAN | ProfitSharing | $342K | 4 | 2025 |
Retirement plans