Moelis & Company Holdings LP 401(k) Review & Grade
Moelis & Company Group LP 401(k) Profit Sharing Plan
New York, NYManagement of Companies880 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$4,982Employer $ per active participant
$16,179Employee $ saved per active participant
0.05%Direct admin cost, % of plan assets
$206.4MNet plan assets, end of year
$164,455Average balance per account
Score breakdown
- Employer generosity38.0 / 5076th percentile for employer $ per participant
- Low cost21.4 / 2586th percentile for low admin cost vs. same-size plans
- Employee saving14.7 / 1598th percentile for employee $ per participant
- Plan features3 / 10Default investment
- Red-flag deductions-3 pts1 issue reported on the filing
Total score74 / 100 · Grade B
This plan vs. peers
Peers: Management of Companies plans with 500–2,499 active participants (172 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 76th |
| Lower admin cost | 86th |
| Employee saving | 98th |
| Peers that auto-enroll | 58% |
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Red flags from the filing
Corrective distributions: the plan refunded $22,722 in contributions, which usually means it failed annual nondiscrimination testing.
What to do if you're in this plan
- Moelis & Company Holdings LP put in about $4,982 per active participant, more than the typical peer ($2,492). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $4,384,373 |
| Participant (employee) contributions | $14,237,374 |
| Other contributions (incl. rollovers in) | $6,263,138 |
| Administrative expenses paid from the plan | $102,232 |
| Benefits paid out | $10,680,296 |
| Net assets, start / end of year | $165.8M / $206.4M |
| Active participants, start / end of year | 828 / 932 |
| Participants with account balances | 1,255 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Grassi & Co., Cpa's P.C. |
Largest service providers (Schedule C)
| Morgan Stanley Smith Barney LLC | $98,367 reported compensation |
| Fidelity Investments | $3,865 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251010082638NAL0007370561001, received 2025-10-10, EIN 20-8980370, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.