What public Form 5500 filings show about the MOSS Adams LLP 401(k) plan — and how to find and check your own account.
MOSS Adams LLP (EIN 91-0189318) reports 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP & AFFILIATES on its most recent Form 5500, with $1.1B in plan assets across 4,384 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full MOSS Adams LLP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MOSS Adams LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VERUS, VANGUARD ADVISERS, SWEENEY CONRAD P S, DAVIS WRIGHT TREMAINE, DAVIS WRIGHT TRAMAINE LLP.
