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MORNINGSTAR INVSTMT MGMT — Form 5500 Service Provider Profile | Form 5500 Search
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MORNINGSTAR INVSTMT 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
1
Active participants
82
Total plan assets
$5.8M
Filings (rows)
1
Direct comp
$804
Indirect comp
$3K
SERVICES PROVIDED
Advisor / Consultant
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
UNITED LABOR AGENCY
UNITED LABOR AGENCY 401K PROFIT SHARING PLAN
CLEVELAND, OH
Advisor / Consultant
INVESTMENT ADVISOR
82
$5.8M
$804
