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

Active participants

Total plan assets

$5.8M

Filings (rows)

Direct comp

$804

Indirect comp

$3K

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
United Labor Agency United Labor Agency 401(k) Profit Sharing Plan · all filings	CLEVELAND, OH	Advisor / Consultant	82	$5.8M	$804	$3K