# Morgan Stanley Domestic Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/morgan-stanley-domestic-holdings-inc-401k-plan

> Morgan Stanley Domestic Holdings, LLC's 401(k) plan: 54,084 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.|NONE|$3,773,377|—|$3,773,377|

| WESTFIELD CAPITAL MANAGEMENT CO, LP|NONE|$1,724,662|—|$1,724,662|

| STATE STREET GLOBAL ADVISRS TRST CO|INVESTMENT MANAGER|$1,639,301|—|$1,639,301|

| PACIFIC INVESTMENT MGMT CO LLC|NONE|$1,451,401|—|$1,451,401|

| ARTISAN PARTNERS|NONE|$1,448,835|—|$1,448,835|

| BLACKROCK INSTITUTIONAL TRUST CO|INVESTMENT MANAGER|$1,267,210|—|$1,267,210|

| FRED ALGER MANAGEMENT LLC|NONE|$1,099,930|$70,251|$1,170,181|

| WESTWOOD MANAGEMENT CORPORATION|NONE|$1,161,879|—|$1,161,879|

| FIDELITY INSTITUTIONAL ASSET MGMT|NONE|$913,515|—|$913,515|

| THOMPSON, SIEGEL & WALMSLEY LLC|NONE|$811,667|—|$811,667|

| SHENKMAN CAPITAL MANAGEMENT, INC.|INVESTMENT MANAGER|$598,961|—|$598,961|

| PRINCIPAL GLOBAL INVESTORS, LLC|NONE|$563,822|—|$563,822|

| MERCER INVESTMENTS LLC|NONE|$246,182|—|$246,182|

| DELOITTE & TOUCHE LLP|AUDITOR|$115,000|—|$115,000|

| THE NORTHERN TRUST COMPANY|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](https://planprovider.pro/provider/marsh-mclennan-agency) — NONE

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — AUDITOR

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/morgan-stanley-domestic-holdings-inc-401k-plan)

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