Moringstar Investment Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,093

Total plan assets

$472.6M

Filings (rows)

Direct comp

$2K

Indirect comp

$3K

Showing only "MORINGSTAR INVESTMENT MANAGEMENT"

View all 4 variants aggregated →

MORINGSTAR INVESTMENT MANAGEMENT4 MORINGSTAR INVESTMENT MGMT4 MORINGSTAR INVESTMENT MANAGEMENT L1 MORINGSTAR INVESTMENT MANAGEMENT LL1

SERVICES PROVIDED

Advisor / Consultant3

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
United Musculoskeletal Partners, LLC United Musculoskeletal Partners, LLC 401(k) Plan · all filings	ATLANTA, GA	Investment manager	2,243	$359.1M	$0	$0
Bigbear.AI, LLC Bigbear.AI 401(k) Plan · all filings	MCLEAN, VA	Advisor / Consultant	460	$96.4M	$0	$0
K & B Pharmacy Associates, Inc. K & B Pharmacy Associates 401(k) Plan · all filings	SAN MARINO, CA	Advisor / Consultant	213	$9.8M	$1K	$1K
K & B Pharmacy Associates, Inc. K & B Pharmacy Associates 401(k) Plan · all filings	SAN MARINO, CA	Advisor / Consultant	177	$7.3M	$1K	$1K