401k Record

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Moody’s 401(k)

Recordkeeping fees per participant · Profit Participation Plan of Moody's Corporation · plan year 2024

$33.93

Higher than 49% of the 790 plans over $1B that report it.

Source

= $277,636 / 8,182
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926104359NAL0011702611001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926104359NAL0011702611001, received 2025-09-26

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-26.

Cost and contributions

Administrative expenses excluding investment management, per participant

$44.47

10th: $9.43median $44.4790th: $97.55

Higher than 50% of the 1,045 plans over $1B that report it.

Source

= $363,886 / 8,182
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926104359NAL0011702611001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926104359NAL0011702611001, received 2025-09-26

Administrative expenses per participant

$86.71

10th: $24.33median $70.0390th: $174.36

Higher than 62% of the 1,076 plans over $1B that report it.

Source

= $709,453 / 8,182
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926104359NAL0011702611001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926104359NAL0011702611001, received 2025-09-26

Administrative expenses as a share of assets

0.034%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 34% of the 1,076 plans over $1B that report it.

Source

= $709,453 / $2,084,814,436
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926104359NAL0011702611001, received 2025-09-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926104359NAL0011702611001, received 2025-09-26

Employer contributions per participant

$8,059

10th: $1,442median $3,74490th: $8,760

Higher than 87% of the 1,135 plans over $1B that report it.

Source

= $65,938,039 / 8,182
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926104359NAL0011702611001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926104359NAL0011702611001, received 2025-09-26

Employer share of total contributions

39.4%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 73% of the 1,135 plans over $1B that report it.

Source

= $65,938,039 / $167,182,384
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926104359NAL0011702611001, received 2025-09-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926104359NAL0011702611001, received 2025-09-26

Plan terms, as stated in Moody’s Corporation's SEC filings

Plan terms are described in Moody’s Corporation's SEC filings: Form 11-K filed 2026-06-25 and Form 10-K filed 2026-02-18. No term could be quoted from them with the required precision.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250926104359NAL0011702611001, received 2025-09-26

Full record, Profit Participation Plan of Moody's Corporation

FieldValueSource
Plan sponsorMOODYS CORPORATIONForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250926104359NAL0011702611001, received 2025-09-26
Plan namePROFIT PARTICIPATION PLAN OF MOODY'S CORPORATIONForm 5500, line 1a; PLAN_NAME pos 16; filing 20250926104359NAL0011702611001, received 2025-09-26
Sponsor EIN / plan number13-3998945 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250926104359NAL0011702611001, received 2025-09-26
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250926104359NAL0011702611001, received 2025-09-26
Sponsor locationNEW YORK, NYForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250926104359NAL0011702611001, received 2025-09-26
Industry (business code)523900, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250926104359NAL0011702611001, received 2025-09-26
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250926104359NAL0011702611001, received 2025-09-26
Filing received2025-09-26Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250926104359NAL0011702611001, received 2025-09-26
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250926104359NAL0011702611001, received 2025-09-26
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250926104359NAL0011702611001, received 2025-09-26
Participants, beginning of year8,092Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250926104359NAL0011702611001, received 2025-09-26
Active participants5,221Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250926104359NAL0011702611001, received 2025-09-26
Participants, end of year8,244Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250926104359NAL0011702611001, received 2025-09-26
Participants with an account balance8,182Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926104359NAL0011702611001, received 2025-09-26
Total assets, beginning of year$1,750,893,654Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250926104359NAL0011702611001, received 2025-09-26
Total assets, end of year$2,084,814,436Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926104359NAL0011702611001, received 2025-09-26
Net assets, end of year$2,084,797,696Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250926104359NAL0011702611001, received 2025-09-26
Total income$449,161,355Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250926104359NAL0011702611001, received 2025-09-26
Net income$333,910,140Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250926104359NAL0011702611001, received 2025-09-26
Employer contributions$65,938,039Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926104359NAL0011702611001, received 2025-09-26
Participant contributions$82,729,450Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250926104359NAL0011702611001, received 2025-09-26
Other contributions (incl. rollovers)$18,514,895Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250926104359NAL0011702611001, received 2025-09-26
Total contributions$167,182,384Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926104359NAL0011702611001, received 2025-09-26
Benefit payments$114,287,068Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250926104359NAL0011702611001, received 2025-09-26
Total expenses (incl. benefit payments)$115,251,215Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250926104359NAL0011702611001, received 2025-09-26
Total administrative expenses$709,453Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926104359NAL0011702611001, received 2025-09-26
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250926104359NAL0011702611001, received 2025-09-26
Recordkeeping fees$277,636Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926104359NAL0011702611001, received 2025-09-26
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250926104359NAL0011702611001, received 2025-09-26
Investment advisory and management fees$345,567Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250926104359NAL0011702611001, received 2025-09-26
Administrative expenses excluding investment management$363,886derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926104359NAL0011702611001, received 2025-09-26
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250926104359NAL0011702611001, received 2025-09-26
Held in common/collective trusts$1,212,844,085Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250926104359NAL0011702611001, received 2025-09-26
Held in mutual funds$707,288,476Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250926104359NAL0011702611001, received 2025-09-26
Independent auditorKPMGSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250926104359NAL0011702611001, received 2025-09-26

Position = column in the DOL layout for form year 2024. Filing 20250926104359NAL0011702611001, received 2025-09-26.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
STRATEGIC ADVISORS, INC.ADVISOR 27 Investment advisory (plan) $345,567no
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $277,636yes
NEWPORT TRUST COMPANYADVISOR 27 Investment advisory (plan) $86,250no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250926104359NAL0011702611001, received 2025-09-26.

What changed since the 2023 plan year

Figure20232024Change
Total assets$1,750,893,654$2,084,814,43619.1%
Participants with a balance8,0378,1821.8%
Administrative expenses$756,394$709,453-6.2%
Recordkeeping fees per participant$40.76$33.93-16.7%
Employer contributions$45,515,659$65,938,03944.9%

Prior filing 20241008131627NAL0017633377001, received 2024-10-08; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: MOODYS CORPORATION; SEC registrant: MOODYS CORP /DE/ (CIK 1059556, matched by EIN; display name from the Form 11-K cover).