Moelis & Company Group Lp 401(k) Profit Sharing Plan
Sponsored by Moelis & Company Holdings Lp · EIN 208980370 · Plan #001
- Total assets
- $206M
- Net assets
- $206M
- Active participants
- 932
- With balances
- 1,255
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $98,367 |
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $3,865 |