Service Provider
MOSS ADAMS
48 companies • 51 plans • 81 filings • Latest year 2023
Company Profile • 91-0189318AccountantDisclaimer of opinionService providerUnqualified opinionAccountingOther servicesService code 60
Total Direct Compensation
$304,905
0.00% of tracked asset basis
Tracked Asset Basis
$14,179,876,013
Companies
48
Companies
| Company | EIN | Filings | Plans | Latest Year | Direct Compensation | Fee % | Asset Basis |
|---|---|---|---|---|---|---|---|
| North Bay Builders Exchanges Inc. | 45-4745482 | 7 | 1 | 2023 | $242,000 | 1.10% | $21,980,200 |
| SVB Financial Group | 91-1962278 | 1 | 1 | 2013 | $33,600 | 0.01% | $315,239,306 |
| Communications & Power Industries | 77-0405693 | 1 | 1 | 2013 | $15,985 | 0.01% | $214,682,677 |
| Varian Medical Systems Inc. | 94-2359345 | 2 | 1 | 2009 | $13,320 | 0.00% | $910,296,058 |
| FUTURA EMPLOYEE BENEFITS COMMITTEE BANNER HEALTH SYSTEM | 45-0233470 | 1 | 1 | 2023 | - | - | $46,874,908 |
| THE WALT DISNEY COMPANY ENTERPRISES 18 CORPORATION | 95-4545390 | 1 | 1 | 2023 | - | - | $3,942,336,815 |
| Kyle Mathison Orchards Inc. | 91-1473671 | 2 | 1 | 2022 | - | - | $11,063,230 |
| Stemilt Growers LLC | 27-2088978 | 2 | 1 | 2022 | - | - | $115,072,328 |
| Trout-Blue Chelan Inc. | 91-0287370 | 1 | 1 | 2022 | - | - | $9,643,122 |
| Onelegacy | 95-3138799 | 8 | 1 | 2020 | - | - | $226,493,310 |
| Desert Mountain Club Inc | 27-3966137 | 9 | 1 | 2019 | - | - | $98,890,365 |
| Smart & Final Inc. | 95-4079584 | 1 | 1 | 2014 | - | - | $140,552,019 |
| Hexcel Corporation | 94-1109521 | 2 | 1 | 2013 | - | - | $573,774,594 |
| Ampex Data Systems | 13-3667696 | 2 | 2 | 2012 | - | - | $178,998,152 |
| Bechtel Corporation | 94-2681914 | 2 | 2 | 2012 | - | - | $31,748,358 |
| Cadence Design Systems Inc. | 77-0148231 | 1 | 1 | 2012 | - | - | $620,065,994 |
| Lans LLC and Llns LLC | 26-6431956 | 1 | 1 | 2012 | - | - | $4,507,369,787 |
| Rainmaker Systems Inc. | 33-0442860 | 1 | 1 | 2012 | - | - | $5,620,104 |
| Stanford Health Services | 94-6174066 | 2 | 2 | 2012 | - | - | $1,408,437,813 |
| West Marine Products, Inc. | 94-2374523 | 1 | 1 | 2012 | - | - | $41,001,014 |
| Swinerton Incorporated | 93-1132374 | 3 | 1 | 2010 | - | - | $447,288,723 |
| Alco Investment Company | 91-0677307 | 1 | 1 | 1999 | - | - | $21,402,744 |
| Chemithon Enterprises Inc. | 91-1581397 | 1 | 1 | 1999 | - | - | $8,891,906 |
| Clasen Fruit & Cold Storage Co. | 91-0178389 | 1 | 1 | 1999 | - | - | $246,715 |
| Comnet Marketing Group Inc. | 93-1103745 | 1 | 1 | 1999 | - | - | $500,941 |
| Dacor Holdings Inc. | 95-2381558 | 1 | 1 | 1999 | - | - | $4,275,282 |
| Evergreen Wholesale Florist Inc. | 91-1154163 | 1 | 1 | 1999 | - | - | $1,314,162 |
| First Independent Bank | 91-0617393 | 1 | 1 | 1999 | - | - | $3,287,576 |
| Franciscan Vineyards Inc. | 94-2602962 | 1 | 1 | 1999 | - | - | $2,264,099 |
| Jensen Distribution Services | 91-0272140 | 1 | 1 | 1999 | - | - | $8,591,102 |
| Klein Family Vintners | 68-0171812 | 1 | 1 | 1999 | - | - | $3,856,841 |
| Ltm Incorporated | 93-0600666 | 3 | 1 | 1999 | - | - | $4,314,556 |
| Marys River Lumber Company | 93-0629302 | 1 | 1 | 1999 | - | - | $383,810 |
| Oberto Sausage Company of Oregon Inc | 93-1135586 | 1 | 1 | 1999 | - | - | $940,445 |
| Omni Enterprises Inc. | 92-0073023 | 1 | 1 | 1999 | - | - | $3,627,810 |
| Oreilly & Associates Inc. | 04-2789763 | 1 | 1 | 1999 | - | - | $5,314,051 |
| Orthopedic Consultants of Washington Inc., P.S. | 91-1606533 | 1 | 1 | 1999 | - | - | $7,915,392 |
| Overall Laundry Services Inc. | 91-1138829 | 1 | 1 | 1999 | - | - | $5,714,919 |
| Overall Laundry Services Inc. | 91-1338829 | 1 | 1 | 1999 | - | - | $5,714,919 |
| SAKSON & TAYLOR, AN AQUENT CO. | 91-1393960 | 1 | 1 | 1999 | - | - | $6,110,728 |
| CAREISMATIC BRANDS, INC. | 95-4535351 | 1 | 1 | 1999 | - | - | $542,604 |
| System Twt Transportation | 91-1271395 | 1 | 1 | 1999 | - | - | $5,802,145 |
| The Corvallis Clinic PC | 93-0785777 | 1 | 1 | 1999 | - | - | $22,303,712 |
| The Corvallis Clinic PC | 93-1221257 | 1 | 1 | 1999 | - | - | $33,542,776 |
| The Everett Clinic | 91-0214500 | 1 | 1 | 1999 | - | - | $117,804,152 |
| Tree Top, Inc. | 91-0720280 | 2 | 1 | 1999 | - | - | $31,522,310 |
| Walts Radiator & Muffler Inc. | 91-0966564 | 1 | 1 | 1999 | - | - | $759,839 |
| Wilcox Farms Inc. | 91-0735213 | 1 | 1 | 1999 | - | - | $5,501,611 |
Filings
| Year | Company | Plan | Roles | Services | Direct Compensation | Fee % | Asset Basis | Filing |
|---|---|---|---|---|---|---|---|---|
| 2023 | North Bay Builders Exchanges Inc. | North Bay Builders Exchanges Inc. Health and Welfare Plan | Service provider | Accounting • Other services | $10,000 | 0.34% | $2,947,214 | View filing |
| 2023 | North Bay Builders Exchanges Inc. | North Bay Builders Exchanges Inc. Health and Welfare Plan | Service provider | Accounting • Other services | $10,000 | 0.34% | $2,947,214 | View filing |
| 2023 | North Bay Builders Exchanges Inc. | North Bay Builders Exchanges Inc. Health and Welfare Plan | Service provider | Accounting • Other services | $10,000 | 0.34% | $2,947,214 | View filing |
| 2023 | THE WALT DISNEY COMPANY ENTERPRISES 18 CORPORATION | Disney Salaried Pension Plan A | Accountant • Unqualified opinion | - | - | - | $3,942,336,815 | View filing |
| 2023 | FUTURA EMPLOYEE BENEFITS COMMITTEE BANNER HEALTH SYSTEM | Sun Health Corporation Pension Plan | Accountant • Unqualified opinion | - | - | - | $46,874,908 | View filing |
| 2022 | North Bay Builders Exchanges Inc. | North Bay Builders Exchanges Inc. Health and Welfare Plan | Service provider | Accounting • Other services | $63,000 | 2.00% | $3,155,708 | View filing |
| 2022 | North Bay Builders Exchanges Inc. | North Bay Builders Exchanges Inc. Health and Welfare Plan | Service provider | Accounting • Other services | $63,000 | 2.00% | $3,155,708 | View filing |
| 2022 | Trout-Blue Chelan Inc. | Trout-Blue Chelan Inc. 401(K) Savings Plan | Accountant • Unqualified opinion | - | - | - | $9,643,122 | View filing |
| 2022 | Stemilt Growers LLC | Stemilt Growers LLC 401(K) Savings Plan & Trust | Accountant • Unqualified opinion | - | - | - | $56,024,144 | View filing |
| 2022 | Kyle Mathison Orchards Inc. | Kyle Mathison Orchards Inc. 401K Cash or Deferred Savings Plan | Accountant • Unqualified opinion | - | - | - | $5,317,737 | View filing |
| 2021 | North Bay Builders Exchanges Inc. | North Bay Builders Exchanges Inc. Health and Welfare Plan | Service provider | Accounting • Other services | $43,000 | 1.26% | $3,413,571 | View filing |
| 2021 | North Bay Builders Exchanges Inc. | North Bay Builders Exchanges Inc. Health and Welfare Plan | Service provider | Accounting • Other services | $43,000 | 1.26% | $3,413,571 | View filing |
| 2021 | Stemilt Growers LLC | Stemilt Growers LLC 401(K) Savings Plan & Trust | Accountant • Unqualified opinion | - | - | - | $59,048,184 | View filing |
| 2021 | Kyle Mathison Orchards Inc. | Kyle Mathison Orchards Inc. 401K Cash or Deferred Savings Plan | Accountant • Unqualified opinion | - | - | - | $5,745,494 | View filing |
| 2020 | Onelegacy | Onelegacy 403(B) Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $40,740,356 | View filing |
| 2019 | Desert Mountain Club Inc | Desert Mountain Club Inc. 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $15,280,820 | View filing |
| 2019 | Desert Mountain Club Inc | Desert Mountain Club Inc. 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $8,518,635 | View filing |
| 2018 | Desert Mountain Club Inc | Desert Mountain Club Inc. 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $13,919,549 | View filing |
| 2018 | Onelegacy | Onelegacy 403(B) Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $30,996,500 | View filing |
| 2017 | Desert Mountain Club Inc | Desert Mountain Club Inc. 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $13,177,431 | View filing |
| 2017 | Onelegacy | Onelegacy 403(B) Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $29,933,736 | View filing |
| 2016 | Desert Mountain Club Inc | Desert Mountain Club Inc. 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $11,449,961 | View filing |
| 2016 | Onelegacy | Onelegacy 403(B) Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $27,127,880 | View filing |
| 2015 | Desert Mountain Club Inc | Desert Mountain Club Inc. 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $10,473,231 | View filing |
| 2015 | Onelegacy | Onelegacy 403(B) Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $26,950,632 | View filing |
| 2015 | Onelegacy | Onelegacy 403(B) Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $26,950,632 | View filing |
| 2014 | Desert Mountain Club Inc | Desert Mountain Club Inc. 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $9,510,010 | View filing |
| 2014 | Smart & Final Inc. | Smart & Final Corporation 401K Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $140,552,019 | View filing |
| 2013 | SVB Financial Group | Svb Financial Group 401(K) and Employee Stock Ownership Plan | Accountant • Service provider • Unqualified opinion | Accounting • Service code 60 | $33,600 | 0.01% | $315,239,306 | View filing |
| 2013 | Communications & Power Industries | Communications and Power Industries Retirement Plan | Service provider | Accounting • Service code 60 | $15,985 | 0.01% | $214,682,677 | View filing |
| 2013 | Onelegacy | Onelegacy 403(B) Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $23,267,425 | View filing |
| 2013 | Desert Mountain Club Inc | Desert Mountain Club Inc. 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $8,280,366 | View filing |
| 2013 | Desert Mountain Club Inc | Desert Mountain Club Inc. 401(K) Plan | Accountant • Disclaimer of opinion | - | - | - | $8,280,366 | View filing |
| 2013 | Hexcel Corporation | Hexcel Corporation 401K Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $309,051,678 | View filing |
| 2012 | Onelegacy | Onelegacy 403(B) Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $20,526,150 | View filing |
| 2012 | Stanford Health Services | Stanford Health Services Tax Deferred Annuity Program | Accountant • Disclaimer of opinion | - | - | - | $453,047,487 | View filing |
| 2012 | Stanford Health Services | Stanford Health Services Exempt Employees Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $955,390,326 | View filing |
| 2012 | Bechtel Corporation | BECHTEL MEDICAL AND DENTAL PLAN FOR EMPLOYEES | Accountant • Disclaimer of opinion | - | - | - | $7,880,967 | View filing |
| 2012 | Bechtel Corporation | BECHTEL RETIREE MEDICAL PLAN | Accountant • Disclaimer of opinion | - | - | - | $23,867,391 | View filing |
| 2012 | Cadence Design Systems Inc. | Cadence Design Systems Inc. 401K Plan | Accountant • Disclaimer of opinion | - | - | - | $620,065,994 | View filing |
| 2012 | Lans LLC and Llns LLC | Llns LLC and Lans LLC Defined Benefit Plan Group Trust | Accountant • Unqualified opinion | - | - | - | $4,507,369,787 | View filing |
| 2012 | Hexcel Corporation | Hexcel Corporation 401K Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $264,722,917 | View filing |
| 2012 | Ampex Data Systems | Quantegy-Ampex Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $47,783,566 | View filing |
| 2012 | Ampex Data Systems | Ampex Corporation Employees Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $131,214,586 | View filing |
| 2012 | West Marine Products, Inc. | West Marine Associates 401K Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $41,001,014 | View filing |
| 2012 | Rainmaker Systems Inc. | Rainmaker Systems 401K Plan | Accountant • Disclaimer of opinion | - | - | - | $5,620,104 | View filing |
| 2010 | Swinerton Incorporated | Swinerton Incorporated Profit-Sharing & 401K Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $149,096,241 | View filing |
| 2010 | Swinerton Incorporated | Swinerton Incorporated Profit-Sharing & 401K Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $149,096,241 | View filing |
| 2010 | Swinerton Incorporated | Swinerton Incorporated Profit-Sharing & 401K Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $149,096,241 | View filing |
| 2009 | Varian Medical Systems Inc. | Varian Medical Systems Inc. Retirement Plan | Service provider | Accounting | $6,660 | 0.00% | $455,148,029 | View filing |
| 2009 | Varian Medical Systems Inc. | Varian Medical Systems Inc. Retirement Plan | Service provider | Accounting | $6,660 | 0.00% | $455,148,029 | View filing |
| 1999 | Oreilly & Associates Inc. | Oreilly & Associates Inc. 401K Plan | Accountant | - | - | - | $5,314,051 | View filing |
| 1999 | Marys River Lumber Company | Marys River Lumber Co. 401K Plan | Accountant | - | - | - | $383,810 | View filing |
| 1999 | Klein Family Vintners | Klein Family Vintners 401K Plan | Accountant | - | - | - | $3,856,841 | View filing |
| 1999 | SAKSON & TAYLOR, AN AQUENT CO. | Sakson & Taylor Inc. 401K Profit Sharing Plan | Accountant | - | - | - | $6,110,728 | View filing |
| 1999 | Wilcox Farms Inc. | Wilcox Farms Inc. 401K Profit Sharing Plan | Accountant | - | - | - | $5,501,611 | View filing |
| 1999 | Overall Laundry Services Inc. | Overall Laundry Services Inc. Retirement Plan | Accountant | - | - | - | $5,714,919 | View filing |
| 1999 | The Corvallis Clinic PC | The Corvallis Clinic PC Money Purchase Pension Plan and Trust | Accountant | - | - | - | $22,303,712 | View filing |
| 1999 | Omni Enterprises Inc. | Omni Enterprises Inc. 401K Profit Sharing Plan | Accountant | - | - | - | $3,627,810 | View filing |
| 1999 | Chemithon Enterprises Inc. | Chemithon Enterprises Inc. Cash or Deferred Plan | Accountant | - | - | - | $8,891,906 | View filing |
| 1999 | System Twt Transportation | System Twt Transportation 401K Profit Sharing Plan | Accountant | - | - | - | $5,802,145 | View filing |
| 1999 | Evergreen Wholesale Florist Inc. | Evergreen Wholesale Florist Inc. 401K Profit Sharing Plan and Trust | Accountant | - | - | - | $1,314,162 | View filing |
| 1999 | Dacor Holdings Inc. | Dacor Employee Stock Ownership Plan | Accountant | - | - | - | $4,275,282 | View filing |
| 1999 | Ltm Incorporated | Ltm Incorporated DBA Lininger Tru-MIX 401K Employees Savings Plan | Accountant | - | - | - | $1,411,055 | View filing |
| 1999 | Ltm Incorporated | Ltm Incorporated DBA Lininger Tru-MIX 401K Employees Savings Plan | Accountant | - | - | - | $1,492,447 | View filing |
| 1999 | The Everett Clinic | The Everett Clinic Profit Sharing and 401K Employees Savings Plan and Trust | Accountant | - | - | - | $117,804,152 | View filing |
| 1999 | Walts Radiator & Muffler Inc. | Walts Radiator & Muffler Inc. 401K Retirement Plan | Accountant | - | - | - | $759,839 | View filing |
| 1999 | The Corvallis Clinic PC | The Corvallis Clinic 401K Profit Sharing Plan and Trust | Accountant | - | - | - | $33,542,776 | View filing |
| 1999 | Franciscan Vineyards Inc. | Franciscan Vineyards Inc. Retirement/Savings Plan | Accountant | - | - | - | $2,264,099 | View filing |
| 1999 | Orthopedic Consultants of Washington Inc., P.S. | Orthopedic Consultants of Washington Inc, Ps Money Purchase Pension Plan | Accountant | - | - | - | $7,915,392 | View filing |
| 1999 | Tree Top, Inc. | Pension Plan for Hourly Employees of Tree Top Inc. | Accountant | - | - | - | $15,761,155 | View filing |
| 1999 | Oberto Sausage Company of Oregon Inc | Smokecraft 401K Retirement Investment Plan | Accountant | - | - | - | $940,445 | View filing |
| 1999 | First Independent Bank | First Independent Bank Second Amended & Restated Savings Benefit Plan | Accountant | - | - | - | $3,287,576 | View filing |
| 1999 | CAREISMATIC BRANDS, INC. | Strategic Partners Inc. Savings & Retirement Plan | Accountant | - | - | - | $542,604 | View filing |
| 1999 | Clasen Fruit & Cold Storage Co. | Clasen Fruit & Cold Storage 401 K Plan and Trust | Accountant | - | - | - | $246,715 | View filing |
| 1999 | Alco Investment Company | Alaskan Copper Companies Inc. Profit Sharing Plan & Trust | Accountant | - | - | - | $21,402,744 | View filing |
| 1999 | Jensen Distribution Services | Jensen Byrd Co. Inc. Salary Savings Plan | Accountant | - | - | - | $8,591,102 | View filing |
| 1999 | Comnet Marketing Group Inc. | Comnet Marketing Gorup Inc. Employee Stock Ownership Plan | Accountant | - | - | - | $500,941 | View filing |
| 1999 | Tree Top, Inc. | Pension Plan for Hourly Employees of Tree Top Inc. | Accountant | - | - | - | $15,761,155 | View filing |
| 1999 | Ltm Incorporated | Ltm Incorporated DBA Lininger Tru-MIX 401K Employees Savings Plan | Accountant | - | - | - | $1,411,055 | View filing |
| 1999 | Overall Laundry Services Inc. | Overall Laundry Services Inc. Retirement Plan | Accountant | - | - | - | $5,714,919 | View filing |