401(k) Profit Sharing Plan For Employees Of Moss Adams Llp & Affiliates
Sponsored by Moss Adams Llp · EIN 910189318 · Plan #090
- Total assets
- $634M
- Net assets
- $633M
- Active participants
- 3,963
- With balances
- 5,991
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $366,819 |
| Vanguard Advisers Inc. | Investment advisory (participants), Direct payment from the plan | $194,281 |
| Davis Wright Tremaine | Legal, Direct payment from the plan | $66,694 |
| Verus | Investment advisory (plan), Direct payment from the plan | $42,047 |
| Sweeney Conrad, P.S. | Accounting, Direct payment from the plan | $21,630 |