Morningstar Investment Magament

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

832

Total plan assets

$26.4M

Filings (rows)

Direct comp

Indirect comp

Showing only "MORNINGSTAR INVESTMENT MAGAMENT"

View all 27 variants aggregated →

MORNINGSTAR INVESTMENT MANAGEMENT L2,627 MORNINGSTAR INVESTMENT MANAGEMENT871 MORNINGSTAR INVESTMENT MGMT182 MORNINGSTAR INVESTMENT SERVICE70 MORNINGSTAR INVESTMENT10 MORNINGSTAR INVESTMENT MANGEMENT8 MORNINGSTAR INVESTMENT MANAGMENT

SERVICES PROVIDED

Data / Research / Other vendors2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sentry Centers Holdings LLC Convene 401(k) Profit Sharing Plan · all filings	NEW YORK, NY	Data / Research / Other vendors	449	$14.3M	$0	$0
Sentry Centers Holdings LLC Convene 401(k) Profit Sharing Plan · all filings	NEW YORK, NY	Data / Research / Other vendors	383	$12.0M	$0	$0