Morningstar Invesment Mgmt — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Morningstar Invesment Mgmt is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $19,589 and reported indirect compensation totals $0.
Reported compensation dashboard
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Morningstar Invesment Mgmt. Bars show relative scale.
- 1
State footprint
States where plans reporting Morningstar Invesment Mgmt are sponsored, by plan count.
- 1NY1 plan(s)
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Turner & Townsend, Inc. | Turner & Townsend Inc. 401(K) Plan | 2023 | $19,589 | $0 |