Plan Snapshot
- Plan Sponsor: Moss Adams LLP
- Sponsor EIN: 910189318
- Sponsor Address: 999 3RD AVENUE, SEATTLE, WA, 98104
- Plan Type: 401(k)
- Total Participants: 3,963
- Total Assets: $633.5M
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 | 3,963 | $633.5M | $24.5M | $48.2M |
| 2023 | 4,076 | $534.6M | $23.5M | $45.0M |
| 2022 | 3,829 | $420.5M | $20.8M | $39.4M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $366,819 | — | $366,819 |
| VANGUARD ADVISERS INC. | NONE | $194,281 | — | $194,281 |
| DAVIS WRIGHT TREMAINE | NONE | $66,694 | — | $66,694 |
| VERUS | NONE | $42,047 | — | $42,047 |
| SWEENEY CONRAD, P.S. | NONE | $21,630 | — | $21,630 |
| SWEENEY CONRAD PS | Auditor | $21,630 | — | $21,630 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- DAVIS WRIGHT TREMAINE — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $713,101
- Estimated Expense Ratio: 0.113% 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 | $680,730 | $42,047 | — | $21,630 | — |
| 2023 | $597,070 | $40,430 | — | $19,570 | — |
| 2022 | $532,030 | $39,000 | — | — | — |