MORNINGSTAR INVESTMENTS
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
2
Active participants
15,196
Total plan assets
$15.9B
Filings (rows)
2
Direct comp
$18K
Indirect comp
$0
Aggregating 2 name variants under "MORNINGSTAR INVESTMENTS"
SERVICES PROVIDED
Advisor / Consultant2
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| DELTA AIR LINES, INC. DELTA 401(K) RETIREMENT PLAN FOR PILOTS | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 14,981 | $15.9B | $18K |
| TQ LOGISTICS, INC. TQ LOGISTICS, INC. 401K RETIREMENT PLAN | MARIETTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 215 | $2.0M | $202 |