Morningstar Investment Mngmt

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

3,888

Total plan assets

$165.6M

Filings (rows)

Direct comp

$53K

Indirect comp

Showing only "MORNINGSTAR INVESTMENT MNGMT"

View all 26 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 vendors2

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Odyssey Logistics & Technology Corporation Odyssey Logistics & Technology Corporation 401(k) Plan · all filings	DANBURY, CT	Data / Research / Other vendors	1,774	$88.1M	$24K	$0
Odyssey Logistics & Technology Corporation Odyssey Logistics & Technology Corporation 401(k) Plan · all filings	DANBURY, CT	Data / Research / Other vendors	1,795	$77.3M	$29K	$0
RAVA Ranches, Inc. RAVA 401(k) Plan · all filings	KING CITY, CA	Advisor / Consultant	319	$193K	$214	$0