# Moody'S Corporation DB Plan
Source: https://planprovider.pro/companies/moody-s-corporation-plan-010

> Moody'S Corporation's DB plan: 517 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — ACTUARY

- [ROCATION INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/goldman-sachs) — INVESTMENT ADVISOR

- [KPMG LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/moody-s-corporation-plan-010)

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