Plan Snapshot
- Plan Sponsor: Moodys Corporation
- Sponsor EIN: 133998945
- Sponsor Address: 7 WTC AT 250 GREENWICH ST, NEW YORK, NY, 10007
- Plan Type: 401(k)
- Total Participants: 5,221
- Total Assets: $2.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 5,221 | $2.1B | $65.9M | $82.7M |
| 2023 | 5,247 | $1.8B | $45.5M | $75.0M |
| 2022 | 5,095 | $1.4B | $50.3M | $70.2M |
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 |
|---|---|---|---|---|
| KPMG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $709,453 | $345,567 | — | — | — |
| 2023 | $756,394 | $313,826 | — | — | — |
| 2022 | $751,470 | $307,290 | — | — | — |