MOSS Adams Wealth Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

828

Total plan assets

$133.2M

Filings (rows)

Direct comp

$146K

Indirect comp

Showing only "MOSS ADAMS WEALTH ADVISORS"

View all 5 variants aggregated →

MOSS ADAMS LLP770 MOSS ADAMS233 MOSS ADAMS WEALTH ADVISORS3 MOSS ADAMS WEALTH ADVISOR1 MOSS ADAMS/BAKER TILLY1

SERVICES PROVIDED

Investment manager3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Matanuska Telecom Association, Inc. Matanuska Telecom Association, Inc. 401(k) Plan · all filings	PALMER, AK	Investment manager	279	$57.0M	$68K	$0
Matanuska Telecom Association, Inc. Matanuska Telecom Association, Inc. 401(k) Plan · all filings	PALMER, AK	Investment manager	281	$49.4M	$58K	$0
Southern Oregon Orthopedics, Inc. Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan · all filings	MEDFORD, OR	Investment manager	268	$26.8M	$20K	$0