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Service provider · Schedule C, plan year 2024

Moss Adams LLP

Most often reported for accounting and auditing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

253plans naming this provider
1,188,050participant records in those plans
$7.4Mcompensation reported, direct and indirect
$14.20median reported per participant252 plans with an amount

For plan year 2024, 253 retirement plans with 100 or more participants reported paying Moss Adams LLP $5,000 or more. Those plans cover 1,188,050 participant records, and the service most often reported is accounting and auditing.

Reported compensation from those plans, direct and indirect, totalled $7.4M. Per plan, the median was $14.20 per participant, with the middle half of plans between $5.82 and $39.33. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in California (121), Washington (28) and Oregon (28).

In 2009 it appeared on 75 such filings; in 2024, 256 (up 241%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$5.82$14.20$39.33
Compensation as a share of plan net assets0.01%0.01%0.04%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 752010: 892011: 1082012: 1142013: 2062014: 2322015: 2372016: 2452017: 2532018: 2452019: 2632020: 2732021: 2682022: 2662023: 2622024: 2567527325620092012201620202024
Plans with 100+ participants naming this provider
2009: $3.0M2010: $2.5M2011: $2.6M2012: $2.0M2013: $3.8M2014: $4.4M2015: $4.6M2016: $5.0M2017: $5.0M2018: $5.3M2019: $5.9M2020: $6.2M2021: $6.1M2022: $7.3M2023: $7.7M2024: $7.5M$3.0M$7.7M$7.5M20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Accounting (including auditing)231
Consulting (general)6
Investment advisory (plan)3
Legal3
Investment management2
Recordkeeping and information management1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Nordstrom 401(k) PlanNordstrom, Inc.WA109,402$4.29B$70K
Cognizant Technology Solutions 401(k) Savings PlanCognizant Technology SolutionsNJ54,490$3.04B$15K
Disney Associated Companies' Retirement PlanTWDC Enterprises 18 Corp.CA53,294$1.83B$57K
Ensign Services, Inc. 401(k) Retirement Savings PlanEnsign Services, Inc.CA44,562$374M$23K
Warner Bros. Discovery 401(k) Savings PlanWarner Bros. Discovery, Inc.NY39,844$8.12B$43K
Stanford Health Care Retirement Savings PlanStanford Health CareCA39,275$6.93B$18K
Broadcom U.S. 401(k) PlanAvago Technologies U.S. Inc.CA37,073$13.1B$32K
Disney Salaried Pension Plan DTWDC Enterprises 18 Corp.CA34,883$10.4B$57K
The 401(k) Plan for Permanente Medical GroupsSouthern California Permanente Medical GroupCA23,286$6.54B$21K
Qualcomm Incorporated Employee Savings and Retirement PlanQualcomm IncorporatedCA23,062$9.66B$61K
Raley's 401(k) Retirement Savings PlanRaley'sCA19,789$640M$47K
Weyerhaeuser Pension PlanWeyerhaeuser CompanyWA19,501$1.48B$85K
Honda Retirement PlanAmerican Honda Motor Company, Inc.CA18,405$3.30B$70K
Disney Salaried Pension Plan aTWDC Enterprises 18 Corp.CA18,186$4.20B$57K
Triad 401(k) Retirement PlanTriad National Security, LLCNM16,432$2.49B$33K
Wipro Limited 401(k) PlanWipro LimitedNJ16,144$831M$30K
Gilead Sciences 401(k) PlanGilead Sciences, Inc.CA15,218$4.29B$34K
Toyota Motor Sales, U.S.A., Inc. Pension PlanToyota Motor North America, Inc.TX14,281$4.47B$81K
News Corp. 401(k) Savings PlanNC Transaction, Inc.NY14,148$3.66B$12K
Expedia Retirement Savings PlanExpedia, Inc.WA13,088$1.76B$48K
Community Hospitals of Central California Tax Sheltered Annuity PlanCommunity Hospitals of Central CaliforniaCA12,380$673M$46K
Daimler Truck North America UAW Pension PlanDaimler Truck North AmericaOR11,374$833M$66K
LLNS 401(k) Retirement PlanLawrence Livermore National Security LLCCA10,965$2.50B$30K
Levi Strauss & Co. Pension PlanLevi Strauss & Co.CA10,652$581M$24K
Edwards Lifesciences Corporation 401(k) Savings and Investment PlanEdwards Lifesciences CorporationCA10,257$1.90B$49K
Western Digital Corporation 401(k) PlanWestern Digital CorporationCA10,203$2.48B$29K
Bristol Bay Native Corporation 401(k) Savings PlanBristol Bay Native CorporationAK9,825$479M$44K
Kla 401(k) PlanKla CorporationCA9,298$2.11B$43K
Midamerican Energy Company Retirement Savings PlanMidamerican Energy CompanyIA8,843$1.98B$47K
Experian Personal Investment PlanExperian, Inc.CA8,781$1.69B$22K
Globalfoundries U.S. Inc. 401(k) PlanGlobalfoundries U.S. Inc.CA8,405$1.25B$65K
Electronic Arts Inc. 401(k) PlanElectronic Arts Inc.CA8,334$1.31B$7,718
Tawa Supermarket, Inc. 401(k) PlanTawa Supermarket, Inc.CA8,261$193M$19K
Sierra Pacific Ind Employees' Retirement PlanSierra Pacific Industries, Inc.CA8,040$675M$23K
Homeservices Retirement Savings PlanHomeservices of America, Inc.MN7,578$791M$29K
Illumina, Inc. 401(k) PlanIllumina, Inc.CA7,548$1.10B$32K
Synopsys 401(k) PlanSynopsys, Inc.CA7,510$2.74B$33K
Keysight Technologies, Inc. 401(k) PlanKeysight Technologies, Inc.CA7,501$2.62B$62K
Pennant 401(k) Retirement Savings PlanPennant Services, Inc.ID7,184$75.1M$23K
Cook Inlet Region 401(k) Retirement PlanCook Inlet Region, Inc.AK7,116$589M$37K

Questions and answers

How many plans does Moss Adams LLP serve?

253 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Moss Adams LLP?

The median plan reported $14.20 per participant in direct and indirect compensation (252 plans reporting an amount), or 0.01% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Accounting (including auditing) (231 plans), Consulting (general) (6 plans), Investment advisory (plan) (3 plans) and Legal (3 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.