Morgan Stanley Managed Account SERV

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

2,666

Total plan assets

$198.0M

Filings (rows)

Direct comp

$189K

Indirect comp

Other variants under "MORGAN STANLEY"

MORGAN STANLEY SMITH BARNEY3,211 MORGAN STANLEY2,361 MORGAN STANLEY GLOBAL311 MORGAN STANLEY GLOBAL BANKING OPERA213 MORGAN STANLEY INSURANCE SERVICES I144 MORGAN STANLEY GLOBAL BANKING142 MORGAN STANLEY WEALTH MANAGEMENT117

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees, Plumbers & Steamfitters Local No. 300 Plumbers & Steamfitters Local No. 300 Pension Plan · all filings	FARGO, ND	Other service providers	875	$74.7M	$72K	$0
Board of Trustees, Plumbers & Steamfitters Local No. 300 Plumbers & Steamfitters Local No. 300 Pension Plan · all filings	FARGO, ND	Other service providers	910	$67.1M	$61K	$0
Plumbers & Steamfitters Local No. 300 Plumbers & Steamfitters Local No. 300 Pension Plan · all filings	FARGO, ND	Other service providers	881	$56.2M	$56K	$0