# Moss Adams LLP DC Plan
Source: https://planprovider.pro/companies/moss-adams-llp-plan-095

> Moss Adams LLP's DC plan: 421 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:** 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [DAVIS, WRIGHT, TRAMAINE, LLP](https://planprovider.pro/provider/davis-wright-tremaine-llp) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/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|—|—|—|

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