MORNINGSTAR RETIREMENT MANAGER
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
17
Active participants
10,608
Total plan assets
$754.0M
Filings (rows)
17
Direct comp
$5K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant17
Top plans served
All 17 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON, PA | Advisor / Consultant INVESTMENT MANAGER | 2,200 | $139.8M | $0 |
| ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON, PA | Advisor / Consultant INVESTMENT MANAGER | 717 | $134.2M | $0 |
| HUNTSWORTH GROUP, INC. INIZIO USA 401(K) PLAN | YARDLEY, PA | Advisor / Consultant INVESTMENT MANAGER | 1,094 | $132.9M | $540 |
| ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON, PA | Advisor / Consultant INVESTMENT MANAGER | 2,181 | $107.8M | $0 |
| ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON, PA | Advisor / Consultant INVESTMENT MANAGER | 743 | $106.8M | $0 |
| OVERLAND WEST, INC. OVERLAND WEST, INC. 401(K) PROFIT SHARING PLAN | OGDEN, UT | Advisor / Consultant INVESTMENT MANAGER | 245 | $36.6M | $540 |
| THRIFTY RETAIL SERVICES, LLC SERV-U-SUCCESS 401(K) PLAN | GRANDVILLE, MI | Advisor / Consultant INVESTMENT MANAGER | 1,580 | $24.0M | $2K |
| CRL TECHNOLOGIES, INC. CRL TECHNOLOGIES, INC. 401(K) PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT MANAGER | 136 | $20.2M | $540 |
| LIVEONE, INC. LIVEONE 401(K) RETIREMENT PLAN | ESCONDIDO, CA | Advisor / Consultant INVESTMENT MANAGER | 115 | $15.8M | $0 |
| LIVEONE, INC. LIVEONE 401(K) RETIREMENT PLAN | ESCONDIDO, CA | Advisor / Consultant INVESTMENT MANAGER | 144 | $12.2M | $0 |
| WORKFUSION, INC. WORKFUSION, INC. 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT MANAGER | 72 | $9.4M | $0 |
| WORKFUSION, INC. WORKFUSION, INC. 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT MANAGER | 101 | $7.8M | $0 |
| BCWJ813, LLC DBA GARDEN OF THE G GARDEN OF THE GODS COLLECTION 401(K) PLAN | COLORADO SPRINGS, CO | Advisor / Consultant INVESTMENT MANAGER | 329 | $4.1M | $540 |
| PT SERVICES DELAWARE LLC PT SERVICES DELAWARE LLC 401(K) PLAN | WILMINGTON, DE | Advisor / Consultant INVESTMENT MANAGER | 295 | $1.8M | $540 |
| NET2SOURCE INC. NET2SOURCE 401(K) PLAN | SOMERSET, NJ | Advisor / Consultant INVESTMENT MANAGER | 420 | $525K | $540 |
| COMPASSIONATE HOME HEALTH CARE I COMPASSIONATE HOME HEALTH RESIDENTIAL SERVICES INC. 401K P | TOWSON, MD | Advisor / Consultant INVESTMENT MANAGER | 236 | $151K | $540 |
| MICROMASS COMMUNICATIONS, INC. INIZIO 401(K) PLAN | CARY, NC | Advisor / Consultant INVESTMENT MANAGER | 0 | $3K | $0 |