MORNINGSTAR SENIOR MANAGEMENT, LLC 401(k) Plan
What public Form 5500 filings show about the MORNINGSTAR SENIOR MANAGEMENT, LLC 401(k) plan — and how to find and check your own account.
The MORNINGSTAR SENIOR MANAGEMENT, LLC 401(k) on its latest Form 5500
MORNINGSTAR SENIOR MANAGEMENT, LLC (EIN 20-3561128) reports MORNINGSTAR SENIOR LIVING RETIREMENT PLAN on its most recent Form 5500, with $6.3M in plan assets across 2,309 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full MORNINGSTAR SENIOR MANAGEMENT, LLC filing — schedules, fees, and providers.
Who runs the MORNINGSTAR SENIOR MANAGEMENT, LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MORNINGSTAR SENIOR MANAGEMENT, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDELITY, GOLDMAN SACHS FUNDS, DIMENSIONAL FUNDS, AMERICAN FUNDS, T ROWE PRICE, VICTORY FUNDS.
How to check your MORNINGSTAR SENIOR MANAGEMENT, LLC 401(k)
- Log in to Vanguard’s participant portal (the site on your statements).
- Ask MORNINGSTAR SENIOR MANAGEMENT, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).