Plan Snapshot
- Plan Sponsor: Morgan Stanley Domestic Holdings, LLC
- Sponsor EIN: 208764829
- Sponsor Address: 750 SEVENTH AVENUE, NEW YORK, NY, 10019
- Plan Type: DB
- Total Participants: 5,609
- Total Assets: $2.0B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,609 | $2.0B | $142.0M | $0 |
| 2023 | 5,950 | $2.1B | $0 | $0 |
| 2022 | 6,544 | $2.2B | $45.0M | $0 |
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 | $85,000 | — | $85,000 |
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: $85,000
- Estimated Expense Ratio: 0.004% 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 | $6,702,400 | $1,862,484 | — | $85,000 | — |
| 2023 | $6,036,814 | $1,299,215 | — | $85,000 | — |
| 2022 | $5,750,160 | $1,065,957 | — | — | $2,459,827 |