How big is Morningstar Merchant Solutions, LLC's plan?

Morningstar Merchant Solutions, LLC's plan reported $684K in assets and 4 participants for 2025.

Original filing (PDF)20260518132823NAL0000072515001

Morningstar Merchant Solutions, LLC

Name: Morningstar Merchant Solutions, LLC — Morningstar, Form 5500 (2025)
Creator: Morningstar Merchant Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morningstar Merchant Solutions 401(k) Plan

401(k) retirement plan · Morningstar Merchant Solutions, LLC's Morningstar Merchant Solutions 401(k) Plan held $684K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$684K

Net assets (EOY)

$684K

Plan identifiers

Morningstar Merchant Solutions, LLC's EIN is 46-3087347.

EIN 46-3087347

Plan number 001

Plan year 2025

ACK ID 20260518132823NAL0000072515001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Morningstar Merchant Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Morningstar Merchant Solutions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORNINGSTAR MERCHANT SOLUTIONS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score