Plan Ledger DOL Form 5500 · updated monthly

Moss Adams LLP401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP & AFFILIATES · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.12%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Moss Adams LLP reported $680,730 in plan administrative expenses for 2024: 0.12% of average plan assets, above the peer median. Employer contributions averaged $6,191 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.117%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 46th-largest of 1,714 plans among Washington employers on file, and the 282nd of 11,654 in professional & technical services. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$633,382,275
Participants with balances5,991
Active participants3,963
Employer contributions$24,533,755
Employee contributions$48,165,917
Employer contribution per active participant$6,191
Average account balance$105,722
Benefits paid to participants$43,672,101
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$633.4M · 5,991 accts · $24.5M emplr
2023$534.5M · 5,952 accts · $23.5M emplr
2022$420.4M · 5,579 accts · $20.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$295,216
Investment management$42,047
Audit (IQPA)$21,630
Total administrative$680,730
The Moss Adams LLP 401(k) match · 2024
Employer contribution per active participant$6,191
Median for plans this size$4,294
2024$6,191 per active participant
2023$5,759 per active participant
2022$5,423 per active participant

Moss Adams LLP's 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$366,819
VANGUARD ADVISERS INC. · Investment advisory (participants)$194,281
DAVIS WRIGHT TREMAINE · Legal$66,694
VERUS · Investment advisory (plan)$42,047
SWEENEY CONRAD, P.S. · Accounting / audit$21,630

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$680,730 · 0.12%
2023$597,070 · 0.13%
2022$532,030 · 0.12%
All plans at this employer2
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP & AFFILIATES401(k)
MOSS ADAMS LLP PROFIT SHARING 401(K) PLAN-PARTNERS AND PRINCIPALS401(k)
Same employer
Similar plansProfessional & Technical Services · Washington
Perkins Coie LLP WA$1.3B · 0.02%
F5, Inc. WA$1.1B · 0.04%
Davis Wright Tremaine LLP WA$747.7M · 0.05%
Seagen Inc. WA$560.0M · 0.05%
Valve Corporation WA$291.5M · 0.00%
Lane Powell PC WA$258.3M · 0.00%
Foster Garvey P.C. WA$255.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910189318 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.