Morningstar Invesment Managment

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

296

Total plan assets

$21.9M

Filings (rows)

Direct comp

Indirect comp

Showing only "MORNINGSTAR INVESMENT MANAGMENT"

View all 2 variants aggregated →

MORNINGSTAR INVESMENT MGMT2 MORNINGSTAR INVESMENT MANAGMENT2

SERVICES PROVIDED

Data / Research / Other vendors2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
High Bar Brands Operating, LLC High Bar Brands 401(k) Plan · all filings	OWATONNA, MN	Data / Research / Other vendors	145	$12.1M	$0	$0
High Bar Brands Operating, LLC High Bar Brands 401(k) Plan · all filings	OWATONNA, MN	Data / Research / Other vendors	151	$9.8M	$0	$0