Form 5500 Search
Back to search

MORNINGSTAR DBA

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
45
Active participants
10,733
Total plan assets
$414.6M
Filings (rows)
46
Direct comp
$69K
Indirect comp
$5K
Aggregating 4 name variants under "MORNINGSTAR DBA"
MORNINGSTAR DBA MORNINGSTAR ASS36MORNINGSTAR DBA5MORNINGSTAR DBA MORNINGSTAR3MORNINGSTAR DBA MORNINGSTAR AS1

SERVICES PROVIDED

Other44
Advisor / Consultant1

Top plans served

Showing top 46 of 45 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SHASTA COMMUNITY HEALTH CENTER
SHASTA COMMUNITY HEALTH CENTER 403(B) PLAN
REDDING, CA
Other
OTHER
506$34.0M$7K
SHASTA COMMUNITY HEALTH CENTER
SHASTA COMMUNITY HEALTH CENTER 403(B) PLAN
REDDING, CA
Other
OTHER
499$32.0M$6K
WESTMINSTER COLLEGE
WESTMINSTER COLLEGE 403(B) RETIREMENT ACCOUNT
FULTON, MO
Other
OTHER
310$31.5M$0
PSIQUANTUM CORP.
PSIQUANTUM 401(K) PLAN
PALO ALTO, CA
Other
OTHER
320$26.2M$4K
THE BRONX DEFENDERS
THE BRONX DEFENDERS 403(B) PLAN
BRONX, NY
Other
OTHER
440$25.6M$5K
LAWRENCE EQUIPMENT, INC.
LAWRENCE EQUIPMENT 401(K) RETIREMENT PLAN
SO. EL MONTE, CA
Other
OTHER
359$18.1M$3K
PSIQUANTUM CORP.
PSIQUANTUM 401(K) PLAN
PALO ALTO, CA
Other
OTHER
228$16.5M$3K
LAWRENCE EQUIPMENT, INC.
LAWRENCE EQUIPMENT 401(K) RETIREMENT PLAN
SO. EL MONTE, CA
Other
OTHER
399$15.9M$3K
B & H CONSTRUCTION, LLC
B & H CONSTRUCTION 401(K) PLAN
NORMAN, OK
Other
OTHER
441$15.6M$1K
TRC ACQUISITION, LLC
THE ROBERTS COMPANY 401(K) RETIREMENT PLAN
WINTERVILLE, NC
Other
OTHER
406$13.4M$2K
ADVANCED SYSTEMS DEVELOPMENT, INC.
ADVANCED SYSTEMS DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN
FALLS CHURCH, VA
Other
OTHER
33$11.1M$2K
TRC ACQUISITION, LLC
THE ROBERTS COMPANY 401(K) RETIREMENT PLAN
WINTERVILLE, NC
Other
OTHER
411$11.1M$945
ADVANCED SYSTEMS DEVELOPMENT, INC.
ADVANCED SYSTEMS DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN
FALLS CHURCH, VA
Other
OTHER
21$10.6M$2K
TAPPER'S FINE JEWELRY, INC.
TAPPER'S FINE JEWELRY, INC. 401(K) PROFIT SHARING PLAN
WEST BLOOMFIELD, MI
Other
OTHER
165$10.4M$2K
V.G. REED & SONS, INC.
V.G. REED & SONS, INC. 401(K) SALARY REDUCTION PLAN
LOUISVILLE, KY
Other
OTHER
85$10.3M$2K
JAXON ENGINEERING & MAINTENANCE
JAXON RETIREMENT SAVINGS PLAN
COLORADO SPRINGS, CO
Other
OTHER
127$9.5M$2K
KUALOA RANCH HAWAII, INC.
KUALOA RANCH HAWAII, INC. 401(K) SAVINGS PLAN
KAAAWA, HI
Other
OTHER
449$9.0M$3K
CONESTOGA ENERGY PARTNERS LLC
CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST
LIBERAL, KS
Other
OTHER
273$8.3M$2K
SCHNEIDERMAN FURNITURE, INC.
SCHNEIDERMAN'S FURNITURE, INC. 401(K) PS PLAN
MEADOWLANDS, MN
Advisor / Consultant
INVESTMENT ADVISOR
142$8.2M$3K
KUALOA RANCH HAWAII, INC.
KUALOA RANCH HAWAII, INC. 401(K) SAVINGS PLAN
KAAAWA, HI
Other
OTHER
391$7.7M$1
KUALOA RANCH HAWAII, INC.
KUALOA RANCH HAWAII, INC. 401(K) SAVINGS PLAN
KAAAWA, HI
Other
OTHER
391$7.7M$366
CONESTOGA ENERGY PARTNERS LLC
CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST
LIBERAL, KS
Other
OTHER
230$7.1M$322
THE GENEVA SCHOOL
THE GENEVA SCHOOL 401(K) RETIREMENT PLAN
CASSELBERRY, FL
Other
OTHER
117$6.8M$1K
EMPLOYEE BENEFITS LEASING, INC.
EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN
OREM, UT
Other
OTHER
196$6.3M$311
THE GENEVA SCHOOL
THE GENEVA SCHOOL 401(K) RETIREMENT PLAN
CASSELBERRY, FL
Other
OTHER
123$5.9M$1K
PREMIUM GUARD, INC.
PREMIUM GUARD 401(K) SAVINGS PLAN
MEMPHIS, TN
Other
OTHER
335$5.7M$2K
THE GENEVA SCHOOL
THE GENEVA SCHOOL 401(K) RETIREMENT PLAN
CASSELBERRY, FL
Other
OTHER
117$4.9M$880
KRYPTON SOLUTIONS, LLC
KRYPTON SOLUTIONS, LLC 401(K) PLAN
PLANO, TX
Other
OTHER
153$4.9M$915
METRO BROKERS, INC.
METRO BROKERS 401(K) RETIREMENT PLAN
ATLANTA, GA
Other
OTHER
97$4.5M$221
PRINTING PARTNERS, INC.
PRINTING PARTNERS 401(K) PLAN
INDIANAPOLIS, IN
Other
OTHER
123$4.3M$525
FRIAR TUX SHOP
FRIAR TUX SHOP 401(K) PLAN
ANAHEIM, CA
Other
OTHER
212$4.1M$761
JOHNSON BROS. - WEST SALEM, INC.
JOHNSON BROS. - WEST SALEM, INC. 401(K) PLAN
WEST SALEM, OH
Other
OTHER
100$3.7M$696
FRIAR TUX SHOP
FRIAR TUX SHOP 401(K) PLAN
ANAHEIM, CA
Other
OTHER
198$3.7M$769
ESCAPE LODGING, LLC
ESCAPE LODGING, LLC 401(K) PLAN
CANNON BEACH, OR
Other
OTHER
283$3.7M$668
BEYOND HOUSING, INC.
403(B) THRIFT PLAN OF BEYOND HOUSING, INC.
PINE LAWN, MO
Other
OTHER
103$3.2M$659
CITY WINERY, LLC
CITY WINERY 401(K) PS PLAN
NEW YORK, NY
Other
OTHER
453$3.2M$595
ESCAPE LODGING, LLC
ESCAPE LODGING, LLC 401(K) PLAN
CANNON BEACH, OR
Other
OTHER
280$3.2M$416
CITY WINERY, LLC
CITY WINERY 401(K) PS PLAN
NEW YORK, NY
Other
OTHER
446$2.7M$425
HOME IMPROVEMENT SERVICES COMPANY DBA RENEWAL BY ANDERSEN OF ALASKA
RENEWAL BY ANDERSEN OF ALASKA 401(K) PROFIT SHARING PLAN
ANCHORAGE, AK
Other
OTHER
160$2.6M$455
SUNNYHILL, INC.
SUNNYHILL, INC. 401(K) RETIREMENT PLAN
ST LOUIS, MO
Other
OTHER
383$2.0M$359
HEAVEN'S HANDS COMMUNITY SERVICES, INC.
HEAVEN'S HANDS COMMUNITY SERVICES, INC. 403(B) PLAN
GLENDALE, NY
Other
OTHER
111$2.0M$357
SUNNYHILL, INC.
SUNNYHILL, INC. 401(K) RETIREMENT PLAN
FENTON, MO
Other
OTHER
368$1.8M$226
SIGNATURE TRANSPORT INC.
SIGNATURE TRANSPORT 401(K) PLAN
KELSO, WA
Other
OTHER
44$1.7M$485
SERVICE COMPLETE ELECTRIC, INC.
SERVICE COMPLETE ELECTRIC, INC. 401(K) PROFIT SHARING PLAN
OVIEDO, FL
Other
OTHER
96$1.5M$271
POWER PRODUCTS SYSTEMS, LLC
POWER PRODUCTS SYSTEMS, LLC PROFIT SHARING & SAVINGS PLAN
WAKEFIELD, MA
Other
OTHER
0$0$2K
THE COGAR GROUP, LTD.
THE COGAR GROUP LTD. RETIREMENT PLAN
FAIRFAX, VA
Other
OTHER
0$0$108