Morgan Stanley Wealth Mgmt., 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 Wealth Mgmt., LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $74,211 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $74,211
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $74,211
- Filings
- 3
- Plan sponsors
- 3
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Price Modern, LLC | MD | 1 | $42,329 |
| The Maryland Zoological Society | MD | 1 | $24,361 |
| Lemek, LLC Dba Panera Bread | MD | 1 | $7,521 |
State footprint
Plans reporting Morgan Stanley Wealth Mgmt., LLC are sponsored in MD (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Price Modern, LLC | Price Modern, LLC 401(K) Retirement Plan | 2023 | $42,329 | not reported in the loaded dataset |
| The Maryland Zoological Society | The Maryland Zoological Society Savings And Retirement Plan | 2023 | $24,361 | not reported in the loaded dataset |
| Lemek, LLC Dba Panera Bread | Lemek, LLC Dba Panera Bread 401(K) Profit Sharing Plan | 2023 | $7,521 | not reported in the loaded dataset |
Related Form 5500 pages
- Price Modern, LLC 401(K) Retirement Plan (plan 001)
- Price Modern, LLC — all reported plans
- The Maryland Zoological Society Savings And Retirement Plan (plan 001)
- The Maryland Zoological Society — all reported plans
- Lemek, LLC Dba Panera Bread 401(K) Profit Sharing Plan (plan 001)
- Lemek, LLC Dba Panera Bread — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources