Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Morgan Stanley Global Banking Opera
Morgan Stanley Global Banking Opera
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $416,464
Assets of those plans
$915,309,820
0.01% 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
$416,464
100% 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 |
|---|---|---|
| 26 | Investment advisory (participants) | 9 |
| 27 | Investment advisory (plan) | 3 |
| 50 | Direct payment from the plan | 2 |
| 56 | Non-monetary compensation | 1 |
| 70 | Consulting fees | 1 |
| 72 | Other investment fees and expenses | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Sheet Metal Local 10 Supplemental Retirement Fund | Trustees of Sheet Metal Local 10 Supplemental Retirement Fund | $572,549,668 | 4,801 | $92,699 |
| Tawa Supermarket, Inc. 401(k) Plan | Tawa Supermarket | $193,416,463 | 2,813 | $44,850 |
| Tiger Global Management LLC 401(k) Profit Sharing Plan and Trust | Tiger Global Management | $39,285,078 | 188 | $50,638 |
| Mills-james Inc 401(k) Profit Sharing Plan & Trust | Mills-james | $20,689,883 | 289 | $31,490 |
| Bremer Whyte Brown & Omeara LL 401(k) Profit Sharing Plan & Trust | Bremer Whyte Brown Omeara | $19,064,222 | 438 | $42,142 |
| Dover Dodge Chrysler Jeep Inc 401(k) Profit Sharing Plan & Trust | Dover Dodge Chrysler Jeep | $16,144,392 | 693 | $35,756 |
| Duluth Regional Care Center 401(k) Profit Sharing | DRCC | $13,940,992 | 337 | $25,886 |
| Energy Experts International 401(k) Profit Sharing Plan & Trust | Energy Experts International | $10,470,863 | 205 | $20,648 |
| Reybold Group of Companies 401(k) Profit Sharing Plan & Trust | Reybold Group of Companies | $9,866,293 | 194 | $31,854 |
| Generations LLC 401(k) Profit Sharing Plan & Trust | Generations | $9,190,497 | 709 | $10,869 |
| Acumera, Inc. 401(k) Plan | Acumera | $4,146,617 | 105 | $4,019 |
| Integrated Health Administrati 401(k) Profit Sharing Plan & Trust | Integrated Health Administrati | $3,500,352 | 163 | $19,937 |
| Key Autism Services OPR LLC 401(k) Profit Sharing Plan & Trust | Key Autism Services OPR | $3,044,500 | 287 | $5,676 |
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.