Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Morgan Stanley
Morgan Stanley
- Service provider, as named on Schedule C
- EIN 132655998
- Plan year 2024
- Direct compensation reported $482,645
Assets of those plans
$17,501,708,008
0.22% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$482,645
75% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 6 |
| 50 | Direct payment from the plan | 4 |
| 26 | Investment advisory (participants) | 3 |
| 71 | Securities brokerage commissions and fees | 3 |
| 28 | Investment management | 2 |
| 10 | Accounting (including auditing) | 1 |
| 33 | Securities brokerage | 1 |
| 38 | Participant communication | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| 401(k) Pension Plan | National Rural Electric Cooperative Association | $16,840,459,887 | 79,674 | $0 |
| WPS 401(k) Savings Plan | Wisconsin Physicians Service Insurance | $317,139,774 | 2,721 | $128,209 |
| Jaros, Baum & Bolles Employees 401(k) Savings Plan | Jaros Baum & Bolles Consulting Engineers | $77,918,033 | 495 | $80,000 |
| A.N. Deringer, Inc.401(k) Plan | A.N. Deringer | $60,623,188 | 609 | $100,737 |
| Motors & Armatures, Inc. Retirement Plan | Motors & Armatures | $42,830,612 | 161 | $64,313 |
| United Steelworkers Local 286 Severance/401(k) Plan | United Steelworkers Local 286 Severance/ 401(k) Plan | $42,082,129 | 3,015 | $12,500 |
| Genesis Ob/gyn 401(k) Profit Sharing Plan & Trust | Genesis Ob/gyn | $32,743,043 | 293 | $60,449 |
| Michigan Glass and Glazing Industry Defined Contribution Plan | Board of Trustees of the MI Glass & Glazing Industry DC | $29,374,806 | 742 | $10,000 |
| Bently Enterprises, LLC Profit Sharing 401(k) Plan | Bently Enterprises | $26,442,992 | 181 | $0 |
| Palomar Technologies, Inc. 401(k) Plan | Palomar Technologies | $24,306,508 | 123 | $20,875 |
| Torrance Orthopedic & Sports Medicine Group 401(k) Profit Sharing Plan | Torrance Orthopedic & Sports Medicine Group | $7,787,036 | 27 | $5,562 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.