Plans listing this provider
23
0.04% of the 56,420 plans with Schedule H financials; 27 in 2023
Providers › Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC
- Service provider, as named on Schedule C
- EIN 510116113
- Plan year 2024
- Direct compensation reported $29,212
Assets of those plans
$288,139,604
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$29,212
4% 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 |
|---|---|---|
| 22 | Insurance agents and brokers | 12 |
| 53 | Insurance brokerage commissions and fees | 12 |
| 23 | Insurance services | 11 |
| 55 | Other commissions | 9 |
| 49 | Other services | 3 |
| 99 | Other fees | 3 |
| 26 | Investment advisory (participants) | 1 |
| 27 | Investment advisory (plan) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Integra Technologies 401(k) Savings Plan | Integra Technologies | $33,632,093 | 323 | $0 |
| Redi-carpet, Inc. 401(k) Plan | Redi-carpet | $25,332,444 | 555 | $0 |
| The Innovation Institute, LLC 401(k) Profit Sharing Plan | Innovation Institute | $24,606,520 | 371 | $0 |
| Kopka, Pinkus & Dolin Employee Savings & Retirement Plan | Kopka Pinkus & Dolin | $23,190,685 | 362 | $0 |
| Greenfield Rehabilitation Agency Inc. Employees' 401(k) Retirement Savings Plan | Greenfield Rehabilitation Agency | $20,507,433 | 287 | not reported |
| Radius Global Solutions 401(k) Plan | Radius Holdings | $19,692,915 | 388 | $0 |
| Associated Clinic of Psychology 401(k) Profit Sharing Plan | Associated Clinic of Psychology | $19,161,513 | 338 | $0 |
| Broussard Brothers, Inc. 401(k) Profit Sharing Plan | Broussard Brothers | $17,882,275 | 323 | $0 |
| O'neil & Associates, Inc. Profit Sharing and Savings Plan | O'neil & Associates | $17,437,824 | 236 | $0 |
| Warren W. Fane, Inc. Profit Sharing/401(k) Plan | Warren W. Fane | $11,759,147 | 133 | $0 |
| MJO Industries 401(k) Plan | MJO Industries | $11,439,345 | 104 | $29,212 |
| Mid-city Electric Company Employees Profit Sharing Plan | Mid-city Electric | $10,710,626 | 144 | $0 |
| Berridge Manufacturing 401(k) Plan | Berridge Manufacturing | $9,864,768 | 179 | $0 |
| Team Ten, LLC 401(k) Plan | Team Ten | $6,733,747 | 208 | $0 |
| BMC Growth Fund II, LLC 401(k) Plan | BMC Growth Fund II | $5,521,451 | 116 | $0 |
| Parts Express International, Inc. 401(k) Plan | Parts Express International | $5,371,674 | 108 | $0 |
| E Block, Corp. 401(k) Plan | E Block | $5,200,733 | 274 | $0 |
| Manufacturing Solutions Inc. 401(k) Plan | Manufacturing Solutions | $5,079,615 | 142 | $0 |
| Trollco, Inc. 401(k) Planrecordkeeper | Trollco | $4,666,625 | 191 | $0 |
| Integrated Behavioral Health 401(k) Plan | Integrated Behavioral Health | $4,559,989 | 209 | $0 |
| Islands Hospice, Inc. 401(k) Plan | Islands Hospice | $4,544,185 | 194 | $0 |
| Johnson Welded Products, Inc. 401(k) Profit Sharing Plan | Trulil | $1,243,997 | 123 | $0 |
| Water Gremlin Co. Retirement Savings Plan | Water Gremlin | $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.