Morningstar INV 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

1,164

Total plan assets

$28.1M

Filings (rows)

Direct comp

$956

Indirect comp

$4K

Showing only "MORNINGSTAR INV MANAGEMENT"

View all 39 variants aggregated →

MORNINGSTAR INVESTMENT MANAGEMENT L2,481 MORNINGSTAR INVESTMENT MANAGEMENT858 MORNINGSTAR INVESTMENT MGMT178 MORNINGSTAR INVESTMENT SERVICE69 MORNINGSTAR INVESTMENT10 MORNINGSTAR INVESTMENT MANGEMENT8 MORNINGSTAR INVESTMENT MANAGMENT

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Beaver Motors, Inc. DBA Beaver Toyota St. Augustine Beaver Toyota 401(k) Plan · all filings	ST. AUGUSTINE, FL	Advisor / Consultant	413	$11.9M	$0	$2K
Beaver Motors, Inc. DBA Beaver Toyota St. Augustine Beaver Toyota 401(k) Plan · all filings	ST. AUGUSTINE, FL	Advisor / Consultant	384	$9.4M	$808	$1K
Beaver Motors, Inc. DBA Beaver Toyota St. Augustine Beaver Toyota 401(k) Plan · all filings	ST. AUGUSTINE, FL	Advisor / Consultant	367	$6.8M	$148	$1K