Moelis & Company Holdings Lp 401(k) Plan: Login, Facts & Contact Information

Moelis & Company Holdings Lp 401(k) Plan Facts

Plan name
MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MOELIS & COMPANY HOLDINGS LP
Participants
1,274 (932 active employees)
Former employees with a balance
481
Plan assets
$206,390,709 at Dec 31, 2024
Average account balance
$164,455 across 1,255 accounts
Employer contributions
$4,384,373 in plan year 2024 (18% of all contributions)
Recordkeeper
Fidelity Investments
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2007
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $24.9 million went into the plan in contributions, $4.38 million of it from the employer (18%).
  • $10.7 million was paid out to participants.
  • Investment and other income added $26.6 million.
  • Administrative expenses were $102,232, about $81 per account.

How the Moelis & Company Holdings Lp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019811$94.8 million$2.80 million$5.57 million
2020871$122.0 million$2.98 million$4.13 million
2021931$147.7 million$3.75 million$9.87 million
20221,042$131.4 million$3.73 million$5.58 million
20231,189$165.8 million$3.86 million$9.16 million
20241,274$206.4 million$4.38 million$10.7 million

Moelis & Company Holdings Lp 401(k) Contact Information

Phone
212-883-3800
Mailing address
399 PARK AVENUE 5TH FLOOR, NEW YORK NY 10022
Plan sponsor
MOELIS & COMPANY HOLDINGS LP
Employer identification number (EIN)
20-8980370
Plan number
001

Questions about the Moelis & Company Holdings Lp 401(k)

Does Moelis & Company Holdings Lp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.38 million, 18% of all contributions.

Does the Moelis & Company Holdings Lp 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Moelis & Company Holdings Lp 401(k) plan?

1,274 participants at the start of plan year 2024, 932 of them active employees, and 481 former employees who still had money in the plan.

What is the average 401(k) balance at Moelis & Company Holdings Lp?

About $164,455 per account: $206.4 million in plan assets across 1,255 accounts with a balance at the end of plan year 2024.

Who manages the Moelis & Company Holdings Lp 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Moelis & Company Holdings Lp. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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