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Mosaic Financial Advisers 401(k) Plan
Mosaic Financial Advisers, Plano TX. Employer ID 871358149, plan number 001. Annual reports on file for 2023 to 2023.
Where the money went
- Filed 2023-2023Mosaic Financial Advisers 401(k) Plan, Mosaic Financial Advisers
- 2023Assets transferred to Spirit Human Resources, LLC Retirement Savings
- TodaySpirit Human Resources, LLC Retirement Savings still files. Slavic Integrated Administration keeps the records. That is where to ask.
Records are kept by Slavic Integrated Administration, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2023: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2023 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.