Moringstar Investment Mgmt

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

716

Total plan assets

$24.6M

Filings (rows)

Direct comp

$678

Indirect comp

Showing only "MORINGSTAR INVESTMENT MGMT"

View all 4 variants aggregated →

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

SERVICES PROVIDED

Investment manager3

Advisor / Consultant1

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Quanterion Solutions, Inc. Quanterion Solutions, Inc. 401(k) Plan · all filings	UTICA, NY	Advisor / Consultant	26	$7.3M	$678	$0
Electric AI, Inc. Electric AI, Inc. 401(k) Plan · all filings	NEW YORK, NY	Investment manager	152	$6.2M	$0	$0
Electric AI, Inc. Electric AI, Inc. 401(k) Plan · all filings	NEW YORK, NY	Investment manager	175	$6.1M	$0	$0
Electric AI, Inc. Electric AI, Inc. 401(k) Plan · all filings	NEW YORK, NY	Investment manager	363	$5.1M	$0	$0