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Sponsor portfolioTH

MOSS ADAMS LLP

EIN 91-0189318-accounting-Latest filing 2025
Plans
3
Retirement
2
$1.11B assets
Welfare
1
$5.9M premiums
Participants
10,812
999 3RD AVENUE, SUITE 2800 - SEATTLE, WA 981044002206-302-6500mossadams.comLinkedIn1001-5000 employeesaccounting
Plans on this EIN
3 filings
#090401k-$633.5M - 6,020 part#095401k-$480.5M - 491 part#506Mixed-$5.9M - 5,413 lives

Retirement portfolio analytics

2 plans aggregated / $1.11B assets / 6,511 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • LLP & AFFILIATES (#090)57%
  • PLAN-PARTNERS AND PRINCIPALS (#095)43%
Total $1.11BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $1.11BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP & AFFILIATES (#090)6,020
  • PLAN-PARTNERS AND PRINCIPALS (#095)491
Total 6,511Click row to drill in

Benefits portfolio analytics

1 plan / $5.9M premiums / 5,413 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.5M
  • Health$2.4M
  • Prescription drug$2.4M
  • Life$1.7M
  • Long-term disability$1.7M
Total $5.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • KAISER FOUNDATION HEALTH PLAN INC40%
  • HARTFORD LIFE AND ACCIDENT32%
  • SPRING HEALTH19%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY9%
Total $5.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $108K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#090

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP & AFFILIATES

401k

Assets$633.5M
Participants6,020
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#095

MOSS ADAMS LLP PROFIT SHARING 401(K) PLAN-PARTNERS AND PRINCIPALS

401k

Assets$480.5M
Participants491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

MOSS ADAMS LLP HEALTH & WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$5.9M
Covered lives5,413
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
090401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP & AFFILIATES401k$633.5M6,0202024
095MOSS ADAMS LLP PROFIT SHARING 401(K) PLAN-PARTNERS AND PRINCIPALS401k$480.5M4912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506MOSS ADAMS LLP HEALTH & WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$5.9M5,4132025
Retirement plans
Welfare plans
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