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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | $115,000 | — | $115,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,000
- Estimated Expense Ratio: 0.001% 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 |