Plan Snapshot
- Plan Sponsor: Moody'S Corporation
- Sponsor EIN: 133998945
- Sponsor Address: 7 WORLD TRADE CENTER, NEW YORK, NY, 10007
- Plan Type: DB
- Total Participants: 517
- Total Assets: $459.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 517 | $459.7M | $0 | $0 |
| 2023 | 546 | $449.0M | $0 | $0 |
| 2022 | 570 | $419.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| PIMCO | INVESTMENT MANAGER | $399,000 | — | $399,000 |
| AON CONSULTING | ACTUARY | $236,000 | — | $236,000 |
| ROCATION INVESTMENT ADVISORS, LLC | INVESTMENT ADVISOR | $201,000 | — | $201,000 |
| FIDELITY | CONSULTANT | $198,000 | — | $198,000 |
| KPMG LLP | AUDITOR | $46,000 | — | $46,000 |
| BLACKROCK INSTITUTIONAL TRUST CO | INVESTMENT MANAGEMENT | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — ACTUARY
- ROCATION INVESTMENT ADVISORS, LLC — INVESTMENT ADVISOR
- KPMG LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,087,000
- Estimated Expense Ratio: 0.236% 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 | $1,372,000 | $670,000 | $198,000 | $46,000 | — |
| 2023 | $1,447,000 | $629,000 | $222,000 | $46,000 | — |
| 2022 | $1,381,000 | — | — | — | $1,381,000 |