Plans listing this provider
52
0.09% of the 56,420 plans with Schedule H financials; 42 in 2023
Providers › Morgan Stanley Global
Morgan Stanley Global
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,702,264
Assets of those plans
$1,769,045,710
0.02% 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
$1,702,264
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 |
|---|---|---|
| 27 | Investment advisory (plan) | 51 |
| 50 | Direct payment from the plan | 49 |
| 28 | Investment management | 2 |
| 26 | Investment advisory (participants) | 1 |
| 55 | Other commissions | 1 |
| 72 | Other investment fees and expenses | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Greystar 401(k) Plan | Greystar Management Services | $757,415,937 | 36,181 | $21,341 |
| TEC Equipment, Inc. 401(k) Plan | TEC Equipment | $84,161,694 | 1,557 | $49,147 |
| Des Architects + Engineers 401(k) Profit Sharing Plan | Des Architects + Engineers | $59,556,244 | 217 | $182,145 |
| Eagle Rock Distributing Company 401(k) Profit Sharing Plan | Eagle Rock Distributing | $59,086,894 | 958 | $42,969 |
| Directions Research, Inc. 401(k) Profit Sharing Plan | Directions Research | $52,467,246 | 239 | $56,558 |
| Olson Kundig 401(k) Profit Sharing Plan & Trust | Olson Kundig | $49,934,754 | 472 | $50,323 |
| Swickard Auto Group Retirement Plan | Swickard | $45,858,715 | 2,152 | $62,516 |
| South Coast Lumber Co 401(k) Employees' Savings & Profit Sharing Plan | South Coast Lumber | $45,445,019 | 655 | $45,120 |
| Parker Mccay, P.A. Savings Plan | Parker Mccay | $44,699,270 | 165 | $3,791 |
| Hallam Associates, Inc. Profit Sharing and Savings Plan | Hallam Associates | $35,216,171 | 184 | $63,966 |
| MSSL Wiring System Retirement Plan | MSSL Wiring System | $34,138,964 | 215 | $25,282 |
| Jet East Gama 401(k) Plan | Gama Aviation (engineering) | $33,957,875 | 705 | $52,358 |
| National Community Renaissance Voluntary 401(k) Plan | National Community Renaissance | $22,544,265 | 442 | $46,614 |
| Santa Cruz Bicycles 401(k) Plan | Santa Cruz Bicycles | $22,538,587 | 304 | $40,782 |
| Engineers Construction, Inc 401(k) Profit Sharing Plan | Engineers Construction | $22,148,017 | 248 | $72,176 |
| Bloomsburg Carpet Industries PS Plan | Bloomsburg Carpet Industries | $21,343,513 | 204 | $40,900 |
| Mcgill Associates, P.A. PSP and Trust | Mcgill Associates | $20,684,912 | 209 | $49,304 |
| Packaging US 401(k) Plan | MM Packaging US | $20,279,130 | 892 | $17,886 |
| Community Health Centers of Burlington Retirement Plan | Community Health Centers of Burlington | $19,570,352 | 481 | $63,433 |
| Office Ally, Inc. 401(k) Profit Sharing Plan | Office Ally | $18,731,210 | 327 | $37,145 |
| Chisholm Chisholm & Kilpatrick 401(k) Plan | Chisholm Chisholm & Kilpatrick | $16,895,056 | 305 | $32,138 |
| Attc Manufacturing, Inc. 401(k) Plan | Attc Manufacturing | $16,759,160 | 901 | $15,823 |
| Legal Aid Services of Oregon Retirement Profit Sharing Plan | Legal Aid Services of Oregon | $15,306,017 | 173 | $12,500 |
| Perry Technical Institute 401(k) PSP | Perry Technical Institute | $14,827,387 | 158 | $29,349 |
| Steelman Partners, LLP 401(k) Plan | Steelman Partners | $14,606,655 | 174 | $45,156 |
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.