Morning Star 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

3,631

Total plan assets

$47.6M

Filings (rows)

Direct comp

$12K

Indirect comp

$6K

Showing only "MORNING STAR INVESTMENT MANAGEMENT"

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MORNING STAR17 MORNING STAR INVESTMENT MANAGEMENT3 MORNING STAR INVESTMENT MANAGMENT L2

SERVICES PROVIDED

Investment manager2

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
RRM Design Group RRM Design Group Retirement Plan · all filings	SAN LUIS OBISPO, CA	Investment manager	182	$22.3M	$6K	$3K
RRM Design Group RRM Design Group Retirement Plan · all filings	SAN LUIS OBISPO, CA	Investment manager	162	$17.9M	$4K	$3K
Rubio's Restaurant, Inc. Rubio's Restaurant, Inc. 401(k) Plan · all filings	CARLSBAD, CA	Advisor / Consultant	3,287	$7.5M	$3K	$0