# Morgan Stanley Domestic Holdings, LLC DB Plan
Source: https://planprovider.pro/companies/morgan-stanley-domestic-holdings-inc-plan-001

> Morgan Stanley Domestic Holdings, LLC's DB plan: 5,609 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:** 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|

| ALIGHT SOLUTIONS LLC|RECORDKEEPER|$1,829,512|—|$1,829,512|

| BLACKROCK INSTITUTIONAL TRUST CO.|NONE|$664,258|—|$664,258|

| NISA INVESTMENT ADVISORS, LLC|NONE|$628,395|—|$628,395|

| THE NORTHERN TRUST COMPANY|TRUSTEE|$341,903|—|$341,903|

| MERCER INVESTMENTS LLC|NONE|$288,017|—|$288,017|

| AON CONSULTING, INC.|NONE|$109,465|—|$109,465|

| DELOITTE & TOUCHE, LLP|NONE|$85,000|—|$85,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [MERCER INVESTMENTS LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — NONE

- [AON CONSULTING, INC.](https://planprovider.pro/provider/alight-solutions) — NONE

- [DELOITTE & TOUCHE, LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,946,550

- **Estimated Expense Ratio:** 0.194% 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/morgan-stanley-domestic-holdings-inc-plan-001)

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