MORNINGSTAR INVSTMENT MGMT
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
3
Active participants
1,004
Total plan assets
$86.4M
Filings (rows)
3
Direct comp
$0
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| COA, INC. DBA COASTER COMPANY OF AMERICA COASTER COMPANY RETIREMENT SAVINGS PLAN | SANTA FE SPRINGS, CA | Advisor / Consultant INVESTMENT ADVISORY | 294 | $31.6M | $0 |
| COA, INC. DBA COASTER COMPANY OF AMERICA COASTER COMPANY RETIREMENT SAVINGS PLAN | SANTA FE SPRINGS, CA | Advisor / Consultant INVESTMENT ADVISORY | 330 | $29.2M | $0 |
| COA, INC. DBA COASTER COMPANY OF AMERICA COASTER COMPANY RETIREMENT SAVINGS PLAN | SANTA FE SPRINGS, CA | Advisor / Consultant INVESTMENT ADVISORY | 380 | $25.6M | $0 |