# Moelis & Company Holdings LP 401(k) Plan
Source: https://planprovider.pro/companies/moelis-company-holdings-lp-401k-plan

> Moelis & Company Holdings LP's 401(k) plan: 932 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Moelis & Company Holdings LP

- **Sponsor EIN:** 208980370

- **Sponsor Address:** 399 PARK AVENUE 5TH FLOOR, NEW YORK, NY, 10022

- **Plan Type:** 401(k)

- **Total Participants:** 932

- **Total Assets:** $206.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|932|$206.4M|$4.4M|$14.2M|

| 2023|828|$165.8M|$3.9M|$12.9M|

| 2022|806|$131.4M|$3.7M|$11.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$98,367|—|$98,367|

| GRASSI & CO., CPA'S P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [GRASSI & CO., CPA'S P.C.](https://planprovider.pro/provider/grassi-and-co-cpas-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $98,367

- **Estimated Expense Ratio:** 0.048% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$102,232|—|—|—|—|

| 2023|$118,698|—|—|—|—|

| 2022|$162,438|—|—|—|—|

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