Plan Snapshot
- Plan Sponsor: Morgan Stanley Domestic Holdings, LLC
- Sponsor EIN: 208764829
- Sponsor Address: 750 SEVENTH AVENUE, NEW YORK, NY, 10019
- Plan Type: 401(k)
- Total Participants: 54,084
- Total Assets: $22.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 54,084 | $22.2B | $397.7M | $833.5M |
| 2023 | 54,356 | $19.2B | $395.5M | $800.7M |
| 2022 | 51,602 | $16.4B | $365.5M | $718.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | Other Service Provider | $3,773,377 | — | $3,773,377 |
| WESTFIELD CAPITAL MANAGEMENT CO, LP | Other Service Provider | $1,724,662 | — | $1,724,662 |
| STATE STREET GLOBAL ADVISRS TRST CO | Investment Advisor | $1,639,301 | — | $1,639,301 |
| PACIFIC INVESTMENT MGMT CO LLC | Other Service Provider | $1,451,401 | — | $1,451,401 |
| ARTISAN PARTNERS | Other Service Provider | $1,448,835 | — | $1,448,835 |
| BLACKROCK INSTITUTIONAL TRUST CO | Investment Advisor | $1,267,210 | — | $1,267,210 |
| FRED ALGER MANAGEMENT LLC | Other Service Provider | $1,099,930 | $70,251 | $1,170,181 |
| WESTWOOD MANAGEMENT CORPORATION | Other Service Provider | $1,161,879 | — | $1,161,879 |
| FIDELITY INSTITUTIONAL ASSET MGMT | Other Service Provider | $913,515 | — | $913,515 |
| THOMPSON, SIEGEL & WALMSLEY LLC | Other Service Provider | $811,667 | — | $811,667 |
| SHENKMAN CAPITAL MANAGEMENT, INC. | Investment Advisor | $598,961 | — | $598,961 |
| PRINCIPAL GLOBAL INVESTORS, LLC | Other Service Provider | $563,822 | — | $563,822 |
| MERCER INVESTMENTS LLC | Investment Advisor | $246,182 | — | $246,182 |
| DELOITTE & TOUCHE LLP | Auditor | $115,000 | — | $115,000 |
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $111,255 | — | $111,255 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $80,750 | — | $80,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER INVESTMENTS LLC — Investment Advisor
- DELOITTE & TOUCHE LLP — Auditor
- ALIGHT SOLUTIONS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,077,998
- Estimated Expense Ratio: 0.077% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $17,069,708 | $16,700,742 | — | $115,000 | — |
| 2023 | $16,067,953 | $15,636,967 | — | $115,000 | — |
| 2022 | $15,311,571 | $15,425,305 | — | — | -$164,664 |