Morgan Stanley Capital

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

Active participants

280

Total plan assets

$42.9B

Filings (rows)

Direct comp

$304K

Indirect comp

Other variants under "MORGAN STANLEY"

MORGAN STANLEY SMITH BARNEY3,123 MORGAN STANLEY2,243 MORGAN STANLEY GLOBAL302 MORGAN STANLEY GLOBAL BANKING OPERA207 MORGAN STANLEY INSURANCE SERVICES I141 MORGAN STANLEY GLOBAL BANKING135 MORGAN STANLEY WEALTH MANAGEMENT112

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
United Parcel Service of America, Inc. UPS Group Trust · all filings	ATLANTA, GA	Other service providers	—	$42.9B	$291K	$0
Kanawha Stone Company, Inc. Kanawha Stone Company, Inc. & Affiliates 401(k) Plan · all filings	POCA, WV	Advisor / Consultant	280	$20.8M	$13K	$0