Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC
- Service provider, as named on Schedule C
- EIN 264310844
- Plan year 2024
- Direct compensation reported $227,612
Assets of those plans
$697,522,623
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
$227,612
44% 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 |
|---|---|---|
| 55 | Other commissions | 9 |
| 27 | Investment advisory (plan) | 7 |
| 50 | Direct payment from the plan | 4 |
| 26 | Investment advisory (participants) | 2 |
| 28 | Investment management | 2 |
| 72 | Other investment fees and expenses | 2 |
| 16 | Consulting (general) | 1 |
| 22 | Insurance agents and brokers | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Station Casinos LLC & Affiliates 401(k) Retirement Plan | Station Casinos | $313,187,349 | 9,200 | $50,000 |
| Gaming Laboratories International, LLC Profit Sharing Plan | Gaming Laboratories International | $84,662,387 | 749 | $0 |
| Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust | Baton Rouge Orthopaedic Clinic | $82,682,069 | 367 | $22,462 |
| Peabody Motor Sports, Inc. 401(k) Profit Sharing Plan | Peabody Motor Sports | $38,056,752 | 394 | $0 |
| Fabiano Brothers, Inc. 401(k) Plan | Fabiano Brothers | $34,466,258 | 178 | $32,560 |
| Delaware North Companies Gaming and Entertainment Inc. West Virginia Retirement Savings Plan | Wheeling Island Gaming | $28,657,888 | 955 | $7,000 |
| Valley Stream Payroll Corp. 401(k) Plan | Valley Stream Payroll | $23,788,265 | 247 | $57,828 |
| North Atlanta Primary Care 401(k) Plan | North Atlanta Primary Care | $22,101,123 | 659 | $0 |
| Monteleone Interests Profit Sharing and 401(k) Plan and Trust | New Hotel Monteleone | $19,448,496 | 301 | $0 |
| Biourja Holdings, LLC 401(k) Profit Sharing Plan | Biourja Holdings | $12,472,029 | 206 | $0 |
| Valley Health Services, Inc. Employee Savings and Protection Plan | Valley Health Services | $11,375,700 | 362 | $0 |
| Aztec Well Servicing Co., Inc. 401(k) Profit Sharing Plan | Aztec Well Servicing | $10,545,647 | 349 | not reported |
| Eads Cooling Solutions, LLC 401(k) Plan | Eads Cooling Solutions | $8,115,917 | 220 | $35,879 |
| Integrated Behavioral Health 401(k) Plan | Integrated Behavioral Health | $4,559,989 | 209 | $0 |
| Care Hawaii, Inc. 401(k) Retirement Savings Plan | Care Hawaii | $3,402,754 | 75 | $0 |
| Gradient 401(k) Plan | Gradco LLC D/B/A Gradient | $0 | 0 | $6,536 |
| Franklin County Home Health Agency, Inc. 401(k) Plan | Franklin County Home Health Agency | $0 | 0 | $15,347 |
| Lanakila Pacific 401(k) Retirement Plan | Lanakila Pacific | $0 | 0 | $0 |
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.