Moss Adams 401(k) match, vesting and fees
What Moss Adams' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Sweeney Conrad Ps (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 134 defined-contribution plans in professional, scientific, and technical services with 5,000 to 9,999 participants.
| Moss Adams: employer contribution per participant | $4,095 | |
| Peer median | $2,514 |
| Moss Adams: average balance | $105,722 | |
| Peer median | $122,517 |
| Moss Adams: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $534M at the end of plan year 2023 to $633M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,020 | $633M | $24.5M | $4,095 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 5,976 | $534M | $23.5M | $3,944 | 0.13% | Not published | Form 5500 ↗ |
Other Moss Adams plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Moss Adams LLP Profit Sharing 401(k) Plan-Partners and Principals
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Sweeney Conrad Ps (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Moss Adams match 401(k) contributions?
The match terms for the 401(k) Profit Sharing Plan for Employees of Moss Adams LLP & Affiliates have not been published from its filing yet. The plan year 2024 filing reports $24.5M in employer contributions, about $4,095 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Moss Adams 401(k) match vested?
The vesting schedule for the 401(k) Profit Sharing Plan for Employees of Moss Adams LLP & Affiliates is not in the data published so far. Your Summary Plan Description states it.
Who manages the Moss Adams 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Moss Adams LLP.
I left Moss Adams. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Moss Adams LLP, (206) 302-6800) or the recordkeeper, The Vanguard Group, Inc.. The Moss Adams old 401(k) page lists the contacts from every plan filing. Find an old Moss Adams 401(k)
Data from the public Form 5500 annual reports Moss Adams filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Moss Adams. Not financial advice. Report a correction · Methodology