MOSS ADAMS LLP
34 known aliases resolved via the canonical alias map
Market position · 2024
Plans served279-9 YoYRank #86 of mapped providers
Assets under administration$206.2B0.2%Market share · rank #70
Fees received$8MMedian $24,150/planSum across Schedule C direct + indirect
Net wins YoY+071 won · 71 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical MOSS ADAMS LLP plan look like?
Service mix · median fees per plan
Count of plans where MOSS ADAMS LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 255 | $24,150 | |
Consulting (general)Code 16 | 6 | $22,838 | |
Other feesCode 99 | 4 | $19,950 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (pension); Consulting fees; Recordkeeping fees; Direct payment from the planCode 15 | 2 | $44,625 | |
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $16,577 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 2 | $17,530 | |
Direct payment from the planCode 50 | 2 | $22,909 | |
Plan AdministratorCode 14 | 1 | $44,100 |
Competitor overlap
Percent of MOSS ADAMS LLP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under MOSS ADAMS LLP.
| Sponsor | From | Assets |
|---|---|---|
AVAGO TECHNOLOGIES U.S. INC.CA · 203387670-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $13.1B |
STANFORD HEALTH CARECA · 946174066-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $6.9B |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | FIRST REPUBLIC INVESTMENT MGMT | $6.5B |
MIDAMERICAN ENERGY COMPANYIA · 421425214-002 | VOYA RETIREMENT INSURANCE & ANNUITY | $2.0B |
FUJITSU NORTH AMERICA, INC.CA · 464314843-003 | LAW OFFICES OF CARROLL AND SCULLY | $1.5B |
GLOBALFOUNDRIES U.S. INC.CA · 263122131-001 | LPL FINANCIAL | $1.2B |
ILLUMINA, INC.CA · 330804655-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.1B |
HOMESERVICES OF AMERICA, INCMN · 411945806-010 | PRICEWATERHOUSECOOPERS LLP | $791M |
OKTA, INC.CA · 264175727-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $545M |
MIDAMERICAN ENERGY COMPANYIA · 421425214-001 | CLIFTONLARSONALLEN LLP | $521M |
Plans lost in 2024
Appeared last year under MOSS ADAMS LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
TELEDYNE TECHNOLOGIES INCORPORATEDCA · 251843385-002 | DELOITTE & TOUCHE LLP | $1.9B |
MAXAR TECHNOLOGIES INC.CO · 980544351-001 | BAKER TILLY US, LLP | $1.2B |
THE REINALT-THOMAS CORPORATIONAZ · 381889682-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.2B |
REXEL USA, INC.TX · 205021845-003 | T ROWE PRICE RPS INC | $856M |
SWINERTON INCORPORATEDCA · 931132374-001 | BAKER TILLY US, LLP | $748M |
COMMUNITY HOSPITAL OF THE MONTEREY PENINSULACA · 940760193-001 | WELLS FARGO BANK, N.A. | $704M |
DOLBY LABORATORIES, INC.CA · 942377558-002 | MERRILL LYNCH PIERCE FENNER & SMITH | $631M |
THE CLOROX COMPANYCA · 310595760-002 | AGILIS PARTNERS LLC | $416M |
OMNICELL, INC.TX · 943166458-001 | BAKER TILLY US, LLP | $362M |
SMART & FINAL LLCCA · 954079584-001 | BAKER TILLY US, LLP | $344M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $78,280 | 10y | - |
AVAGO TECHNOLOGIES U.S. INC.CA · 203387670-001 | $13.1B | 37,073 | $31,500 | 1y | 1 |
TWDC ENTERPRISES 18 CORP.CA · 954545390-010 | $10.4B | 34,883 | $57,000 | 3y | - |
QUALCOMM INCORPORATEDCA · 953685934-001 | $9.7B | 23,062 | $60,900 | 2y | 2 |
WARNER BROS. DISCOVERY, INC.NY · 352333914-001 | $8.1B | 39,844 | $43,050 | 2y | 1 |
STANFORD HEALTH CARECA · 946174066-002 | $6.9B | 39,275 | $18,300 | 5y | - |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | $6.5B | 23,286 | $21,203 | 1y | 1 |
TOYOTA MOTOR NORTH AMERICA, INC.TX · 953141669-003 | $4.6B | 14,281 | $80,710 | 9y | - |
HP INC.TX · 941081436-003 | $4.6B | 49,797 | $72,955 | 8y | - |
NORDSTROM, INC.WA · 910515058-001 | $4.3B | 109,402 | $70,000 | 9y | 1 |
Flag exposure
87.1%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (34)
Raw Schedule C names collapsed into MOSS ADAMS LLP.
- MOSS & ADAMS
- MOSS & YANTIS
- MOSS & YANTIS CPA
- MOSS & YANTIS CPAS
- MOSS & YANTIS CPS
- MOSS & YANTIS, CPA, P.A.
- MOSS ADAM
- MOSS ADAM LLP
- MOSS ADAMS
- MOSS ADAMS CPA
- MOSS ADAMS LLC
- MOSS ADAMS LLP
- MOSS ADAMS LLP 91-0189318
- MOSS ADAMS LP
- MOSS ADAMS PLLC
- MOSS ADAMS WEALTH ADVISOR
- MOSS ADAMS WEALTH ADVISORS
- MOSS ADAMS WEALTH ADVISORS LLC
- MOSS ADAMS WEALTH ADVISORS, LLC
- MOSS ADAMS, LLC
- MOSS ADAMS, LLC.
- MOSS ADAMS, LLP
- MOSS ADAMS, LLP.
- MOSS ADAMS.
- MOSS ADAMS. LLP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for MOSS ADAMS LLP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 4 | 1.43% | 7.76% | -6.33 pp |
| Fidelity bond gap | 1 | 0.36% | 26.94% | -26.58 pp |
| Late contributions | 63 | 22.58% | 1.71% | +20.87 pp |
| Failed to provide benefit | 17 | 6.09% | 0.14% | +5.95 pp |
| Corrective distributions | 105 | 37.63% | 1.76% | +35.88 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with MOSS ADAMS LLP. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).