Plan Ledger DOL Form 5500 · updated monthly

Mosaic Atm, Inc.401(k)

MOSAIC ATM, INC. 401(K) PLAN · LEESBURG, VA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Mosaic Atm, Inc. reported $4,973 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,021 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.015% to 0.020%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 833rd-largest of 2,266 plans among Virginia employers on file, and the 4,642nd of 11,654 in professional & technical services. In 2024, employees put in $2.62 for every $1.00 the employer contributed; active participation has shrunk from 104 to 67 since 2022.

Plan summary
Net assets, end of year$25,840,792
Participants with balances117
Active participants67
Employer contributions$470,394
Employee contributions$1,231,320
Employer contribution per active participant$7,021
Average account balance$220,861
Benefits paid to participants$3,133,341
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.8M · 117 accts · $470K emplr
2023$23.7M · 124 accts · $1.1M emplr
2022$20.1M · 118 accts · $928K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,973
Total administrative$4,973
The Mosaic Atm, Inc. 401(k) match · 2024
Employer contribution per active participant$7,021
Median for plans this size$2,416
2024$7,021 per active participant
2023$13,301 per active participant
2022$8,919 per active participant

Mosaic Atm, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ADP, INC · Recordkeeping · Investment advisory (participants)$4,103

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$4,973 · 0.02%
2023$3,870 · 0.02%
2022$3,252 · 0.02%
Similar plansProfessional & Technical Services · Virginia
Sequoia Holdings LLC VA$25.9M · 0.45%
Crown Consulting, Inc. VA$25.8M · 0.58%
Level Access, Inc. VA$25.6M · 0.52%
Dark Wolf Solutions, LLC VA$25.5M · 0.42%
Anton Paar USA, Inc. VA$25.4M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201480428 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.