Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 18 in 2023
Providers › Morgan Stanley Wealth Management
Morgan Stanley Wealth Management
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $224,428
Assets of those plans
$457,511,853
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
$224,428
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 |
|---|---|---|
| 49 | Other services | 9 |
| 99 | Other fees | 9 |
| 27 | Investment advisory (plan) | 5 |
| 26 | Investment advisory (participants) | 4 |
| 50 | Direct payment from the plan | 4 |
| 28 | Investment management | 3 |
| 51 | Investment management fees paid directly by plan | 3 |
| 11 | Actuarial | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Zoeller Company Retirement Savings Plan and Trust | Zoeller | $117,944,439 | 779 | $11,885 |
| Keller Rohrback LLP 401(k) Profit Sharing Plan | Keller Rohrback | $86,524,118 | 204 | $29,105 |
| Orthocincy Retirement Plan | Orthocincy Orthopaedics & Sports ME | $65,241,631 | 593 | $16,344 |
| Sonterra Medical Management Group Profit Sharing 401(k) Plan | Sonterra Medical Management Group | $59,533,293 | 646 | $22,788 |
| Neuroscience Group of Northeast Wisconsin,s.c. Profit Sharing Plan and Trust | Neuroscience Group of Northeast Wisconsin S.C. | $32,571,285 | 213 | $36,138 |
| Psychogenics, Inc. 401(k) Plan | Psychogenics | $18,250,776 | 229 | $37,803 |
| Voltage Multipliers, Inc. 401(k) Plan | Voltage Multipliers | $17,437,335 | 205 | $0 |
| SBK Capital, LLC 401(k) Plan | SBK Capital | $11,750,865 | 778 | $0 |
| Kurt Weiss Greenhouses, Inc. 401(k) Savings Plan | Kurt Weiss Greenhouses | $10,384,224 | 104 | $0 |
| C3 401(k) Profit Sharing Plan | C3 | $9,274,708 | 96 | $34,928 |
| Flour Bakery & Cafe 401(k) Profit Sharing Plan | Flour Bakery & Cafe | $6,529,822 | 170 | $0 |
| Weisser Distributing, Inc. 401(k) Profit Sharing Plan | Weisser Distributing | $6,391,487 | 82 | not reported |
| National Pediatric, M D, P C 401(k) Plan | National Pediatric M D P C | $4,602,739 | 99 | $0 |
| Keller Motors 401(k) Profit Sharing Plan and Trust | Keller Motors | $4,450,066 | 119 | $0 |
| Tasty Hut, LLC 401(k) Plan | Tasty Hut | $4,111,098 | 1,542 | $0 |
| Tasty Chick'n, LLC Retirement Plan | Tasty Chickn | $1,628,432 | 1,342 | $0 |
| Tasty King, LLC Retirement Plan | Tasty King | $885,535 | 435 | $0 |
| North Ottawa Community Hospital 401(k) Retirement Plan | North Ottawa Community Hospital | $0 | 0 | $35,437 |
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.