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
14
Active participants
2,370
Total plan assets
$165.0M
Filings (rows)
14
Direct comp
$635
Indirect comp
$19K
Aggregating 2 name variants under "MORNINGSTART"
SERVICES PROVIDED
Other10
Advisor / Consultant4
Top plans served
All 14 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SMITH ELLIOTT KEARNS & COMPANY, LLC SMITH ELLIOTT KEARNS & COMPANY LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | HAGERSTOWN, MD | Other SERVICE PROVIDER | 201 | $47.3M | $0 |
| SMITH ELLIOTT KEARNS & COMPANY, LLC SMITH ELLIOTT KEARNS & COMPANY LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | HAGERSTOWN, MD | Other SERVICE PROVIDER | 192 | $40.0M | $0 |
| SMITH ELLIOTT KEARNS & COMPANY, LLC SMITH ELLIOTT KEARNS & COMPANY LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | HAGERSTOWN, MD | Other SERVICE PROVIDER | 193 | $33.2M | $0 |
| THE LUND COMPANY THE LUND COMPANY 401(K) SAVINGS PLAN | OMAHA, NE | Other INV ADV, PARTICIPANTS | 459 | $11.8M | $0 |
| THE LUND COMPANY THE LUND COMPANY 401(K) SAVINGS PLAN | OMAHA, NE | Other INV ADV, PARTICIPANTS | 374 | $8.9M | $0 |
| NAPOLEON SPRING WORKS, INC. NAPOLEON SPRING WORKS, INC. 401(K) PROFIT SHARING PLAN & TRUST | ARCHBOLD, OH | Advisor / Consultant INVESTMENT ADVISORY | 125 | $7.2M | $0 |
| LIGHTNIN' PRODUCTION RENTALS, INC. LIGHTNIN PRODUCTION RENTALS 401(K) PLAN | LAWRENCEVILLE, GA | Other INV ADV, PARTICIPANTS | 73 | $4.8M | $0 |
| LIGHTNIN' PRODUCTION RENTALS, INC. LIGHTNIN PRODUCTION RENTALS 401(K) PLAN | LAWRENCEVILLE, GA | Other INV ADV, PARTICIPANTS | 75 | $4.1M | $0 |
| CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN | WEST PALM BEACH, FL | Advisor / Consultant INVESTMENT ADVISORY | 83 | $3.8M | $0 |
| LIGHTNIN' PRODUCTION RENTALS, INC. LIGHTNIN PRODUCTION RENTALS 401(K) PLAN | LAWRENCEVILLE, GA | Other INV ADV, PARTICIPANTS | 89 | $3.3M | $0 |
| THE WORKSHOPS, INC. THE WORKSHOPS, INC. 401(K) PLAN | CANTON, OH | Advisor / Consultant INVESTMENT ADVISORY PPT | 226 | $382K | $344 |
| THE WORKSHOPS, INC. THE WORKSHOPS, INC. 401(K) PLAN | CANTON, OH | Advisor / Consultant INVESTMENT ADVISORY PPT | 227 | $229K | $291 |
| CREATIVE IMAGING GROUP, INC. CREATIVE IMAGING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SCARBOROUGH, ME | Other N/A | 31 | — | $0 |
| CREATIVE IMAGING GROUP, INC. CREATIVE IMAGING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SCARBOROUGH, ME | Other N/A | 22 | — | $0 |