Morgan Stanley 401(k) Plan

Wealthminder's Take

Morgan Stanley 401(k) Plan at Morgan Stanley Domestic Holdings, Inc. in the Finance and Insurance industry has 18 investment options, and a total of $8,326,487,244.00 in assets. With 59,666 participants, the Morgan Stanley 401(k) Plan has an average balance per participant of $139,551.62.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
35
Your Plan
83

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
26
Company Match Level
31
Employee Participation Rate
33
Employee Contribution Level
41
Average Balance Size
65
Morgan Stanley Domestic Holdings, Inc. Details
Address
1585 Broadway, 19th Floorattn Benefits Department
New York, NY 10036
Telephone
212-761-2525
Total Assets
$8,326,487,244.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
59,666
Plan Investment Options
Name
Sponsor
Current Value
Eb Dl Non Sl Stock Index Fund
The Bank Of New York Mellon
$755,594,853.00
Lifepath Index 2035 Fund N
Blackrock Institutional Trust Co. N
$200,097,552.00
Extended Equity Market Fund F
Blackrock Institutional Trust Co. N
$154,876,294.00
Lifepath Index Retirement Fund N
Blackrock Institutional Trust Co. N
$152,895,066.00
Lifepath Index 2030 Fund N
Blackrock Institutional Trust Co. N
$125,125,643.00
Lifepath Index 2025 Fund N
Blackrock Institutional Trust Co. N
$112,369,188.00
Msci Acwi Ex-us Index Fund F
Blackrock Institutional Trust Co. N
$104,490,766.00
Lifepath Index 2040 Fund N
Blackrock Institutional Trust Co. N
$95,721,675.00
Lifepath Index 2020 Fund N
Blackrock Institutional Trust Co. N
$94,183,424.00
Us Debt Index Fund F
Blackrock Institutional Trust Co. N
$87,273,617.00
Lifepath Index 2045 Fund N
Blackrock Institutional Trust Co. N
$83,841,141.00
Lifepath Index 2050 Fund N
Blackrock Institutional Trust Co. N
$69,890,954.00
Lifepath Index 2055 Fund N
Blackrock Institutional Trust Co. N
$42,627,038.00
Ntgi Collective Short Term Inv Fund
Northern Trust
$13,860,426.00
Systematic Short Term Fund
Systematic Short Term Fund
$927,246.00
Lifepath Index 2015 Fund N
Blackrock Institutional Trust Co. N
$.00
Select International Small Cap
Pyramis Global Advisors Trust Co.
$.00
Artisan International Growth Trust
Artisan International Growth Trust
$.00
Service Providers
  • T. Rowe Price Associates, Inc.
  • Pyramis Global Advisors
  • Pacific Investment Mgmt Co Llc
  • Shenkman Capital Management, Inc.
  • Systematic Financial Management, Lp
  • Artisan Partners
  • The Northern Trust Company
  • Blackrock Institutional Trust Co.
  • Bluebay Asset Management Llp
  • Bny Mellon
  • Hewitt Associates Llc
  • Royce Fund Services, Inc.
  • Morgan Stanley Investment Mgmt, Inc
  • Jp Morgan Asset Management
  • Eaton Vance Management
  • Hewitt Financial Services Llc
  • Sei Trust Company
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