MORNINGSTAR INVESMENT
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
4
Active participants
3,642
Total plan assets
$198.2M
Filings (rows)
4
Direct comp
$71K
Indirect comp
$0
Aggregating 2 name variants under "MORNINGSTAR INVESMENT"
SERVICES PROVIDED
Other4
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TURNER & TOWNSEND, INC. TURNER & TOWNSEND INC. 401(K) PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 1,716 | $102.1M | $51K |
| TURNER & TOWNSEND, INC. TURNER & TOWNSEND INC. 401(K) PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 1,630 | $74.2M | $20K |
| HIGH BAR BRANDS OPERATING, LLC HIGH BAR BRANDS 401(K) PLAN | OWATONNA, MN | Other INV ADV. PARTICIPANTS | 145 | $12.1M | $0 |
| HIGH BAR BRANDS OPERATING, LLC HIGH BAR BRANDS 401(K) PLAN | OWATONNA, MN | Other INV ADV. PARTICIPANTS | 151 | $9.8M | $0 |