Mosaic Union Savings Plan
Sponsored by The Mosaic Company · EIN 201026454 · Plan #019
- Total assets
- $297M
- Net assets
- $297M
- Active participants
- 1,777
- With balances
- 2,106
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $171,482 |
| Fidelity Investments Inst. Op. Co. | Participant loan processing, Direct payment from the plan, Sub-transfer agency fees | $75,682 |