Morningstar Investment Managemeny

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

847

Total plan assets

$11.1M

Filings (rows)

Direct comp

$23

Indirect comp

Showing only "MORNINGSTAR INVESTMENT MANAGEMENY"

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
Goodwill Specialty Services, Inc. Goodwill Specialty Services, Inc. Government Contractors Savings Plan · all filings	OMAHA, NE	Data / Research / Other vendors	123	$5.7M	$8	$0
Goodwill Specialty Services, Inc. Goodwill Specialty Services, Inc. Government Contractors Savings Plan · all filings	OMAHA, NE	Data / Research / Other vendors	724	$5.4M	$15	$0