Morningstart

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

2,370

Total plan assets

$165.0M

Filings (rows)

Direct comp

$635

Indirect comp

$19K

Aggregating 2 name variants under "MORNINGSTART"

Click a variant to view it alone

MORNINGSTART7 MORNINGSTART INVESTMENT MANAGEMENT7

SERVICES PROVIDED

Data / Research / Other vendors5

Investment manager5

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Smith Elliott Kearns & Company, LLC Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan · all filings	HAGERSTOWN, MD	Data / Research / Other vendors	201	$47.3M	$0	$6K
Smith Elliott Kearns & Company, LLC Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan · all filings	HAGERSTOWN, MD	Data / Research / Other vendors	192	$40.0M	$0	$6K
Smith Elliott Kearns & Company, LLC Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan · all filings	HAGERSTOWN, MD	Data / Research / Other vendors	193	$33.2M	$0	$6K
The LUND Company The LUND Company 401(k) Savings Plan · all filings	OMAHA, NE	Investment manager	459	$11.8M	$0	$0
The LUND Company The LUND Company 401(k) Savings Plan · all filings	OMAHA, NE	Investment manager	374	$8.9M	$0	$0
Napoleon Spring Works, Inc. Napoleon Spring Works, Inc. 401(k) Profit Sharing Plan & Trust · all filings	ARCHBOLD, OH	Advisor / Consultant	125	$7.2M	$0	$1K
Lightnin' Production Rentals, Inc. Lightnin Production Rentals 401(k) Plan · all filings	LAWRENCEVILLE, GA	Investment manager	73	$4.8M	$0	$0
Lightnin' Production Rentals, Inc. Lightnin Production Rentals 401(k) Plan · all filings	LAWRENCEVILLE, GA	Investment manager	75	$4.1M	$0	$0
Central Palm Beach Physicians & Urgent Care, Inc. Central Palm Beach Physicians & Urgent Care, Inc. Profit Sharing Plan · all filings	WEST PALM BEACH, FL	Advisor / Consultant	83	$3.8M	$0	$609
Lightnin' Production Rentals, Inc. Lightnin Production Rentals 401(k) Plan · all filings	LAWRENCEVILLE, GA	Investment manager	89	$3.3M	$0	$0
The Workshops, Inc. The Workshops, Inc. 401(k) Plan · all filings	CANTON, OH	Advisor / Consultant	226	$382K	$344	$0
The Workshops, Inc. The Workshops, Inc. 401(k) Plan · all filings	CANTON, OH	Advisor / Consultant	227	$229K	$291	$0
Creative Imaging Group, Inc. Creative Imaging Group, Inc. Employee Stock Ownership Plan · all filings	SCARBOROUGH, ME	Data / Research / Other vendors	22	—	$0	$0
Creative Imaging Group, Inc. Creative Imaging Group, Inc. Employee Stock Ownership Plan · all filings	SCARBOROUGH, ME	Data / Research / Other vendors	31	—	$0	$0