MORNINGSTAR INVESMTNE 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
1
Active participants
1,125
Total plan assets
$35.5M
Filings (rows)
1
Direct comp
$0
Indirect comp
$0
SERVICES PROVIDED
Other1
Top plans served
All 1 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SAMSON INVESTMENT HOLDING CO. SAMSON INVESTMENT HOLDING CO. RETIREMENT SAVINGS PLAN & TRUST | HIGH POINT, NC | Other INV ADV PARTICIPANTS | 1,125 | $35.5M | $0 |