# Morgan Stanley Investment Management 401(k) Plan
Source: https://planprovider.pro/companies/morgan-stanley-investment-management-046956298-001

> Morgan Stanley Investment Management's 401(k) plan: 0 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 Investment Management

- **Sponsor EIN:** 046956298

- **Sponsor Address:** 2323 GRAND BLVD. 5TH FLOOR, KANSAS CITY, MO, 64108

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $52.1M

## 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|0|$52.1M|$0|$0|

| 2023|0|$41.5M|$0|$0|

| 2022|0|$540.3M|$0|$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|

| ERNST & YOUNG LLP|Auditor|$59,023|—|$59,023|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,023

- **Estimated Expense Ratio:** 0.113% 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|$4,655|—|$4,387|$59,023|—|

| 2023|$81,923|$56,533|—|—|—|

| 2022|$102,613|—|—|—|$53,060|

## Similar Plans

- [Missouri Bankers Association](https://planprovider.pro/companies/missouri-bankers-association-436207542-501) — 1,170 participants

- [Aberdeen Asset Management](https://planprovider.pro/companies/aberdeen-asset-management-300711678-001) — 0 participants

- [Aberdeen Asset Management](https://planprovider.pro/companies/aberdeen-asset-management-367180580-001) — 0 participants

- [Aberdeen Asset Management](https://planprovider.pro/companies/aberdeen-asset-management-454709464-001) — 0 participants

- [Aberdeen Asset Management](https://planprovider.pro/companies/aberdeen-asset-management-611581337-001) — 0 participants

- [Aberdeen Asset Management](https://planprovider.pro/companies/aberdeen-asset-management-800772769-001) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/morgan-stanley-investment-management-046956298-001)

© 2026 PlanProvider.Pro