Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOZAIC, LLC
EIN 51-0654129Finance and InsuranceLatest filing 2024
Plans
3
Retirement
3
$5.7M assets
Welfare
0
Participants
28
350 SOUTH BEVERLY DRIVE, STE #340 - BEVERLY HILLS, CA 90212310-247-9657mozaic-llc.comLinkedIn1-10 employees
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.7M assets / 28 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#001
MOZAIC, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$5.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MOZAIC, LLC 401(K) PLAN
401k
Assets$590K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MOZAIC, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$17K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOZAIC, LLC PROFIT SHARING PLAN | ProfitSharing | $5.1M | 9 | 2024 | |
| 002 | MOZAIC, LLC 401(K) PLAN | 401k | $590K | 15 | 2024 | |
| 003 | MOZAIC, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $17K | 4 | 2024 |
Retirement plans