Morgan Stanley Smith Barney Hld LLC — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Morgan Stanley Smith Barney Hld LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $414,899 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$414,899
Reported indirect compensation
$0
Total reported compensation
$414,899
Filings
3
Plan sponsors
2
Plans
3
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Morgan Stanley Smith Barney Hld LLC
SponsorStatePlansReported compensation
Essentra Holdings CorporationIL2$346,748
Linklaters LlpNY1$68,151

State footprint

Plans reporting Morgan Stanley Smith Barney Hld LLC are sponsored in IL (2), NY (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Essentra Holdings CorporationEssentra Usa Retirement Plan2023$234,877$0
Essentra Holdings CorporationEssentra Holdings Corp Pension Plan For Hourly Employees2023$111,871$0
Linklaters LlpLinklaters Llp 401(K) Profit Sharing Plan2023$68,151not reported in the loaded dataset

Related Form 5500 pages