Morningstar DBA Morningstar

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

1,199

Total plan assets

$20.0M

Filings (rows)

Direct comp

$3K

Indirect comp

Showing only "MORNINGSTAR DBA MORNINGSTAR"

View all 4 variants aggregated →

MORNINGSTAR DBA MORNINGSTAR ASS36 MORNINGSTAR DBA5 MORNINGSTAR DBA MORNINGSTAR3 MORNINGSTAR DBA MORNINGSTAR AS1

SERVICES PROVIDED

Data / Research / Other vendors3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
TRC Acquisition, LLC The Roberts Company 401(k) Retirement Plan · all filings	WINTERVILLE, NC	Data / Research / Other vendors	411	$11.1M	$945	$0
Premium Guard, Inc. Premium Guard 401(k) Savings Plan · all filings	MEMPHIS, TN	Data / Research / Other vendors	335	$5.7M	$2K	$0
City Winery, LLC City Winery 401(k) PS Plan · all filings	NEW YORK, NY	Data / Research / Other vendors	453	$3.2M	$595	$0