Plan Snapshot
- Plan Sponsor: Moss Adams LLP
- Sponsor EIN: 910189318
- Sponsor Address: 999 3RD AVENUE, SEATTLE, WA, 98104
- Plan Type: 401(k)
- Total Participants: 421
- Total Assets: $480.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 421 | $480.5M | $11.0M | $12.0M |
| 2023 | 403 | $409.8M | $10.4M | $11.1M |
| 2022 | 390 | $340.8M | $9.2M | $9.3M |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD PS | Auditor | $21,630 | — | $21,630 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,630
- Estimated Expense Ratio: 0.005% 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 | $258,120 | $42,047 | — | $21,630 | — |
| 2023 | $216,501 | $40,430 | — | $19,570 | — |
| 2022 | $155,245 | $39,000 | — | — | — |