Morningstar Investement 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

492

Total plan assets

$30.3M

Filings (rows)

Direct comp

$15K

Indirect comp

$4K

Showing only "MORNINGSTAR INVESTEMENT MANAGEMENT"

View all 3 variants aggregated →

MORNINGSTAR INVESTEMENT MNGMT3 MORNINGSTAR INVESTEMENT MANAGEMENT2 MORNINGSTAR INVESTEMENT SERVICE1

SERVICES PROVIDED

Data / Research / Other vendors2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Noarus TGG DBA Toyota Place Noarus Auto Group 401(k) Plan · all filings	GARDEN GROVE, CA	Data / Research / Other vendors	344	$25.5M	$10K	$4K
BKK Management Co., Inc. & Affiliated Companies TACO Bell of Northwest Ohio 401(k) Profit Sharing Plan · all filings	FINDLAY, OH	Data / Research / Other vendors	148	$4.8M	$5K	$0