Morningstar Investment MNGT

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

511

Total plan assets

$117.6M

Filings (rows)

Direct comp

$31K

Indirect comp

Showing only "MORNINGSTAR INVESTMENT MNGT"

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 vendors3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ACDI/VOCA ACDI/VOCA 401(k) Retirement Plan · all filings	WASHINGTON, DC	Data / Research / Other vendors	178	$46.0M	$13K	$0
ACDI/VOCA ACDI/VOCA 401(k) Retirement Plan · all filings	WASHINGTON, DC	Data / Research / Other vendors	179	$39.4M	$9K	$0
ACDI/VOCA ACDI/VOCA 401(k) Retirement Plan · all filings	WASHINGTON, DC	Data / Research / Other vendors	154	$32.2M	$9K	$0