Morningstar Investments Management

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

215

Total plan assets

$2.0M

Filings (rows)

Direct comp

$202

Indirect comp

Showing only "MORNINGSTAR INVESTMENTS MANAGEMENT"

View all 2 variants aggregated →

MORNINGSTAR INVESTMENTS MANAGEMENT1 MORNINGSTAR INVESTMENTS ERV1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
TQ Logistics, Inc. TQ Logistics, Inc. 401(k) Retirement Plan · all filings	MARIETTA, GA	Advisor / Consultant	215	$2.0M	$202	$0