Morningstar Investment Mgmnt

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

1,178

Total plan assets

$82.7M

Filings (rows)

Direct comp

$16K

Indirect comp

Showing only "MORNINGSTAR INVESTMENT MGMNT"

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
Mid Penn Bank Mid Penn Bank Retirement Plan · all filings	MILLERSBURG, PA	Data / Research / Other vendors	629	$44.8M	$8K	$0
Mid Penn Bank Mid Penn Bank Retirement Plan · all filings	MILLERSBURG, PA	Data / Research / Other vendors	549	$37.9M	$9K	$0