Profit Participation Plan Of Moody's Corporation
Sponsored by Moodys Corporation · EIN 133998945 · Plan #002
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 5,221
- With balances
- 8,182
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $345,567 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $277,636 |
| Newport Trust Company | Investment advisory (plan) | $86,250 |