Morningstar INV Mangement

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

235

Total plan assets

$53.7M

Filings (rows)

Direct comp

$16K

Indirect comp

Showing only "MORNINGSTAR INV MANGEMENT"

View all 40 variants aggregated →

MORNINGSTAR INVESTMENT MANAGEMENT L2,738 MORNINGSTAR INVESTMENT MANAGEMENT882 MORNINGSTAR INVESTMENT MGMT184 MORNINGSTAR INVESTMENT SERVICE74 MORNINGSTAR INVESTMENT10 MORNINGSTAR INVESTMENT MANGEMENT8 MORNINGSTAR INVESTMENT MANAGMENT

SERVICES PROVIDED

Data / Research / Other vendors2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Pathology Associates of San Antonio Pathology Associates of San Antonio 401(k) Plan · all filings	SAN ANTONIO, TX	Data / Research / Other vendors	116	$28.2M	$8K	$0
Pathology Associates of San Antonio Pathology Associates of San Antonio 401(k) Plan · all filings	SAN ANTONIO, TX	Data / Research / Other vendors	119	$25.5M	$9K	$0