Plan Snapshot
- Plan Sponsor: Moss Adams LLP
- Sponsor EIN: 910189318
- Sponsor Address: 999 3RD AVENUE, SEATTLE, WA, 98104
- Plan Type: DC
- 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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | $95,216 | — | $95,216 |
| DAVIS, WRIGHT, TRAMAINE, LLP | NONE | $66,694 | — | $66,694 |
| VERUS | NONE | $42,047 | — | $42,047 |
| THE VANGUARD GROUP, INC. | NONE | $34,572 | — | $34,572 |
| 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:
- VANGUARD ADVISERS INC. — NONE
- DAVIS, WRIGHT, TRAMAINE, LLP — NONE
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $281,789
- Estimated Expense Ratio: 0.059% 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 | — | — | — |