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

Active participants

1,279

Total plan assets

$122.1M

Filings (rows)

Direct comp

Indirect comp

SERVICES PROVIDED

Advisor / Consultant4

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
COA, Inc. DBA Coaster Company of America Coaster Company Retirement Savings Plan · all filings	SANTA FE SPRINGS, CA	Advisor / Consultant	275	$35.7M	$0	$0
COA, Inc. DBA Coaster Company of America Coaster Company Retirement Savings Plan · all filings	SANTA FE SPRINGS, CA	Advisor / Consultant	294	$31.6M	$0	$0
COA, Inc. DBA Coaster Company of America Coaster Company Retirement Savings Plan · all filings	SANTA FE SPRINGS, CA	Advisor / Consultant	330	$29.2M	$0	$0
COA, Inc. DBA Coaster Company of America Coaster Company Retirement Savings Plan · all filings	SANTA FE SPRINGS, CA	Advisor / Consultant	380	$25.6M	$0	$0