# Moss Adams LLP 401(k) Plan
Source: https://planprovider.pro/companies/moss-adams-llp-401k-plan

> Moss Adams LLP's 401(k) plan: 3,963 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [DAVIS WRIGHT TREMAINE](https://planprovider.pro/provider/davis-wright-tremaine-llp) — 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|—|—|—|

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