Plans listing this provider
339
0.60% of the 56,420 plans with Schedule H financials; 305 in 2023
Providers › Morgan Stanley
Morgan Stanley
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $15,174,327
Assets of those plans
$23,569,658,543
0.30% 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
$15,174,327
91% 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) | 291 |
| 99 | Other fees | 33 |
| 49 | Other services | 23 |
| 50 | Direct payment from the plan | 21 |
| 26 | Investment advisory (participants) | 12 |
| 51 | Investment management fees paid directly by plan | 9 |
| 28 | Investment management | 7 |
| 55 | Other commissions | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Hub International Limited 401(k) Savings Plan | Hub International | $1,575,070,092 | 15,223 | $146,076 |
| Discount Tire/america's Tire Retirement Plan | Reinalt-thomas | $1,392,174,000 | 18,290 | $60,000 |
| New York Hotel Trades Council & Hotel Association of New York City, Inc. 401k Savings Plan | Board of Trustees | $813,092,468 | 12,809 | $62,500 |
| Leprino Foods Company Profit Sharing and 401(k) Plan | Leprino Foods | $673,484,063 | 4,976 | $19,587 |
| Arctera 401(k) Plan | Arctera US | $615,062,177 | 2,500 | $39,750 |
| Boyd Gaming Corporation 401(k) Plan and Trust | Boyd Gaming | $537,126,579 | 16,811 | $80,000 |
| Pegasystems Inc. 401(k) Plan | Pegasystems | $529,663,631 | 2,595 | $176,447 |
| The F.W. Webb Company Savings & Profit Sharing Plan | F.W. Webb | $499,109,177 | 3,870 | $296,711 |
| Jennison Associates Savings Plan | Jennison Associates | $485,909,349 | 609 | $80,000 |
| Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan | Board of Trustees | $476,805,925 | 2,411 | $125,486 |
| Everest Reinsurance Employee Savings Plan | Everest Reinsurance | $470,497,130 | 2,584 | $75,000 |
| Loeb & Loeb LLP Profit Sharing and 401(k) Plan | Loeb & Loeb | $438,103,649 | 936 | $6,306 |
| Goulston & Storrs 401(k) Profit Sharing Plan and Trust | Goulston & Storrs | $397,624,000 | 446 | $126,888 |
| Retirement Savings Plan | Pilkington North America | $369,988,525 | 2,040 | $38,400 |
| The Gores Group, LLC - 401k Plan | Gores Group | $361,274,344 | 2,167 | $191,612 |
| Biotronik/micro Systems Engineering 401(k) Plan | Biotronik Corporate Services US | $306,330,721 | 1,614 | $52,000 |
| Koch Companies 401(k) Plan | Koch Enterprises | $284,495,571 | 2,989 | $103,714 |
| Total Quality Logistics, LLC Retirement Plan | Total Quality Logistics | $280,092,286 | 5,362 | $19,207 |
| Martignetti Companies, LLC 401(k) Plan | Martignetti Companies | $240,540,763 | 1,160 | $158,514 |
| JSI Research & Training Institute, Inc. 401(k) Plan | JSI Research & Training Institute | $238,126,169 | 1,249 | $90,060 |
| Marinemax, Inc. 401(k) Profit Sharing Plan | MarineMax | $233,442,072 | 3,272 | $138,462 |
| Robbins Geller Rudman & Dowd LLP 401(k) Profit Sharing Plan | Robbins Geller Rudman & Dowd | $231,626,201 | 515 | $9,744 |
| Digital Federal Credit Union 401(k) Retirement Plan | Digital Federal Credit Union | $221,334,289 | 2,295 | $175,529 |
| Eastern Research Group, Inc. Cash OR Deferred Profit Sharing Plan | Eastern Research Group | $217,643,418 | 990 | $127,731 |
| Forefront Dermatology 401(k) Plan | Forefront Management | $217,201,279 | 4,279 | $99,332 |
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.