Morgan Stanley Global Bank

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

6,050

Total plan assets

$1.4B

Filings (rows)

Direct comp

$642K

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 / Consultant3

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
WAKE Forest University Health Sciences Money Purchase Pension Plan of WAKE Forest University Health Sciences · all filings	WINSTON-SALEM, NC	Advisor / Consultant	1,997	$503.7M	$50K	$0
WAKE Forest University Health Sciences Money Purchase Pension Plan of WAKE Forest University Health Sciences · all filings	WINSTON-SALEM, NC	Advisor / Consultant	2,131	$478.7M	$50K	$0
Board of Trustees Metro ILA Pension Fund Metro ILA Pension Fund · all filings	RUTHERFORD, NJ	Other service providers	1,032	$366.4M	$519K	$0
ADIR International, LLC DBA Curacao Curacao 401(k) Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	890	$25.7M	$23K	$0