Morningstar Investmen 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

3,421

Total plan assets

$184.7M

Filings (rows)

Direct comp

$31K

Indirect comp

Showing only "MORNINGSTAR INVESTMEN MANAGEMENT"

View all 27 variants aggregated →

MORNINGSTAR INVESTMENT MANAGEMENT L2,481 MORNINGSTAR INVESTMENT MANAGEMENT858 MORNINGSTAR INVESTMENT MGMT178 MORNINGSTAR INVESTMENT SERVICE69 MORNINGSTAR INVESTMENT10 MORNINGSTAR INVESTMENT MANGEMENT8 MORNINGSTAR INVESTMENT MANAGMENT

SERVICES PROVIDED

Data / Research / Other vendors5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Execustaff HR, Inc. Execustaff HR, Inc. Multiple Employer Plan · all filings	SAN JOSE, CA	Data / Research / Other vendors	646	$80.6M	$6K	$0
Execustaff HR, Inc. Execustaff HR, Inc. Multiple Employer Plan · all filings	SAN JOSE, CA	Data / Research / Other vendors	918	$74.1M	$7K	$0
Silicon Valley Mechanical, Inc. Silicon Valley Mechanical, Inc. 401(k) Plan · all filings	SAN JOSE, CA	Data / Research / Other vendors	138	$16.5M	$6K	$0
PLA Buyer, LLC PLA 401(k) Plan · all filings	ADDISON, TX	Data / Research / Other vendors	882	$7.8M	$6K	$0
PLA Buyer, LLC PLA 401(k) Plan · all filings	ADDISON, TX	Data / Research / Other vendors	837	$5.7M	$5K	$0