Morgan Stanley Employees Retirement Plan
Sponsored by Morgan Stanley Domestic Holdings, Llc · EIN 208764829 · Plan #001
- Total assets
- $2.0B
- Net assets
- $2.0B
- Active participants
- 5,609
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan, Other fees | $1,829,512 |
| Blackrock Institutional Trust Co. | Investment management, Direct payment from the plan, Investment management fees (direct) | $664,258 |
| Nisa Investment Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $628,395 |
| The Northern Trust Company | Trustee (institutional), Investment management, Direct payment from the plan | $341,903 |
| Mercer Investments Llc | Investment advisory (plan), Investment management fees (direct) | $288,017 |
| Aon Consulting, Inc. | Actuarial, Direct payment from the plan | $109,465 |
| Deloitte & Touche, Llp | Accounting, Direct payment from the plan | $85,000 |