Moody's Corporation Retirement Account
Sponsored by Moody's Corporation · EIN 133998945 · Plan #010
- Total assets
- $460M
- Net assets
- $459M
- Active participants
- 517
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pimco | Investment management, Direct payment from the plan, Investment management fees (direct) | $399,000 |
| Aon Consulting | Actuarial, Direct payment from the plan | $236,000 |
| Rocation Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $201,000 |
| Fidelity | Consulting (general), Direct payment from the plan | $198,000 |
| Kpmg Llp | Accounting, Direct payment from the plan | $46,000 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $7,000 |