# Moodys Corporation 401(k) Plan
Source: https://planprovider.pro/companies/moodys-corporation-401k-plan

> Moodys Corporation's 401(k) plan: 5,221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$345,567|—|$345,567|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$277,636|—|$277,636|

| NEWPORT TRUST COMPANY|ADVISOR|$86,250|—|$86,250|

| KPMG|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KPMG](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:** $709,453

- **Estimated Expense Ratio:** 0.034% 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|$709,453|$345,567|—|—|—|

| 2023|$756,394|$313,826|—|—|—|

| 2022|$751,470|$307,290|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/moodys-corporation-401k-plan)

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