MORNINGSTAR INVESTMT 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

513

Total plan assets

$31.4M

Filings (rows)

Direct comp

Indirect comp

$4K

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
SPEED MOTOR EXPRESS OF W.N.Y, INC. SPEED MOTOR EXPRESS OF W.N.Y., INC. 401(K) PROFIT SHARING PLAN	BUFFALO, NY	Advisor / Consultant INVESTMENT ADVISORY	178	$12.3M	—
SPEED MOTOR EXPRESS OF W.N.Y, INC. SPEED MOTOR EXPRESS OF W.N.Y., INC. 401(K) PROFIT SHARING PLAN	BUFFALO, NY	Advisor / Consultant INVESTMENT ADVISORY	161	$10.3M	—
SPEED MOTOR EXPRESS OF W.N.Y, INC.