MORGAN STANELY
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
29
Active participants
9,298
Total plan assets
$654.7M
Filings (rows)
29
Direct comp
$478K
Indirect comp
$213K
Aggregating 7 name variants under "MORGAN STANELY"
SERVICES PROVIDED
Advisor / Consultant22
Other4
Broker3
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MORGAN STANLEY INVEST MGMT ER MKT | 2 |
Top plans served
All 29 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BURTON CORPORATION BURTON 401(K) INCENTIVE SAVINGS PLAN | BURLINGTON, VT | Advisor / Consultant INVESTMENT ADVISORY | 479 | $76.8M | $115K |
| WINCHESTER INTERCONNECT WINCHESTER INTERCONNECT 401K PLAN | MILFORD, CT | Advisor / Consultant ADVISOR | 759 | $68.2M | $0 |
| WINCHESTER INTERCONNECT WINCHESTER INTERCONNECT 401K PLAN | MILFORD, CT | Advisor / Consultant ADVISOR | 760 | $58.6M | $0 |
| A-Z BUS SALES, INC. A-Z BUS SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLTON, CA | Other NONE | 156 | $51.4M | $8K |
| WINCHESTER INTERCONNECT WINCHESTER INTERCONNECT 401K PLAN | NORWALK, CT | Advisor / Consultant ADVISOR | 797 | $49.9M | $0 |
| A-Z BUS SALES, INC. A-Z BUS SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLTON, CA | Other NONE | 144 | $39.4M | $12K |
| A-Z BUS SALES, INC. A-Z BUS SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLTON, CA | Other NONE | 122 | $34.6M | $23K |
| KOLLECTIVE MANAGEMENT SERVICES, LLC KOLLECTIVE MANAGEMENT SERVICES, LLC 401(K) PLAN | EDISON, NJ | Advisor / Consultant INVESTMENT ADVISORY | 575 | $34.5M | $39K |
| KOLLECTIVE MANAGEMENT SERVICES, LLC KOLLECTIVE MANAGEMENT SERVICES, LLC 401(K) PLAN | EDISON, NJ | Advisor / Consultant INVESTMENT ADVISORY | 532 | $30.2M | $34K |
| KOLLECTIVE MANAGEMENT SERVICES, LLC KOLLECTIVE MANAGEMENT SERVICES, LLC 401(K) PLAN | EDISON, NJ | Advisor / Consultant INVESTMENT ADVISORY | 519 | $27.2M | $65K |
| V.J. TECHNOLOGIES, INC. V. J. TECHNOLOGIES 401(K) PLAN | BOHEMIA, NY | Advisor / Consultant INVESTMENT ADVISOR | 154 | $21.9M | $41K |
| ASSOCIATED CLINIC OF PSYCHOLOGY, INC. ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN | MINNEAPOLIS, MN | Broker BROKER | 251 | $19.7M | $0 |
| ASSOCIATED CLINIC OF PSYCHOLOGY, INC. ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN | MINNEAPOLIS, MN | Broker BROKER | 259 | $19.2M | $0 |
| V.J. TECHNOLOGIES, INC. V. J. TECHNOLOGIES 401(K) PLAN | BOHEMIA, NY | Advisor / Consultant INVESTMENT ADVISOR | 122 | $18.9M | $33K |
| ASSOCIATED CLINIC OF PSYCHOLOGY, INC. ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN | MINNEAPOLIS, MN | Broker BROKER | 252 | $16.4M | $0 |
| RIOT PLATFORMS, INC. RIOT PLATFORMS, INC. 401(K) PLAN | CASTLE ROCK, CO | Other SERVICE PROVIDER | 646 | $14.9M | $0 |
| PACKER CITY INTERNATIONAL TRUCKS, INC. PACKER CITY INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN | GREEN BAY, WI | Advisor / Consultant INVESTMENT ADVISOR | 109 | $13.6M | $43K |
| VICEROY HOTEL MANAGEMENT, LLC VICEROY HOTEL MANAGEMENT, LLC 401(K) PLAN | WEST HOLLYWOOD, CA | Advisor / Consultant INVESTMENT ADVISORY | 317 | $13.1M | $24K |
| PACKER CITY INTERNATIONAL TRUCKS, INC. PACKER CITY INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN | GREEN BAY, WI | Advisor / Consultant INVESTMENT ADVISOR | 106 | $12.2M | $41K |
| WIL FISCHER DISTRIBUTING COMPANY WIL FISCHER DISTRIBUTING COMPANY INC. 401(K) PROFIT SHARING PLAN | SPRINGFIELD, MO | Advisor / Consultant ADVISOR | 149 | $8.6M | $0 |
| THE HORTON FRUIT COMPANY INC. THE HORTON FRUIT COMPANY, INC. PROFIT SHARING PLAN | LOUISVILLE, KY | Advisor / Consultant ADVISOR | 198 | $7.0M | $0 |
| STRAIGHT EDGE STRIPING, LLC STRAIGHT EDGE STRIPING, LLC 401(K) PLAN | MIDDLESEX, NJ | Advisor / Consultant ADVISOR | 107 | $3.8M | $0 |
| NUTRITION FUNDAMENTAL, INC NUTRITION FUNDAMENTAL INC 401(K) PLAN | INDUSTRY, CA | Advisor / Consultant ADVISOR | 303 | $3.7M | $0 |
| NUTRITION FUNDAMENTAL, INC NUTRITION FUNDAMENTAL INC 401(K) PLAN | INDUSTRY, CA | Advisor / Consultant ADVISOR | 307 | $3.6M | $0 |
| NUTRITION FUNDAMENTAL, INC NUTRITION FUNDAMENTAL INC 401(K) PLAN | INDUSTRY, CA | Advisor / Consultant ADVISOR | 310 | $3.6M | $0 |
| OLDE MILL INN AT BERNARDS INC OLDE MILL INN 401(K) SALARY SAVINGS PLAN | BASKING RIDGE, NJ | Advisor / Consultant ADVISOR | 128 | $2.2M | $0 |
| FLATLAND ENERGY SERVICES LLC FLATLAND ENERGY SERVICES LLC 401(K) PLAN | MIDLAND, TX | Advisor / Consultant BROKER/ADVISOR | 120 | $1.5M | $0 |
| 2ND STREET USA INC 2ND STREET USA INC 401K PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 213 | $42K | $0 |
| SARDIS HOLDINGS INC SARDI'S CHICKEN 401K | BELTSVILLE., MD | Advisor / Consultant ADVISOR | 404 | $4K | $0 |