Morningstart Investment Management — 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, Morningstart Investment Management is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $344 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$344Direct + indirect, across loaded filings
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$344
Indirect compensation$0

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation100%The Workshops, Inc.
Top state share of plans33%GA
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Morningstart Investment Management. Bars show relative scale.

  1. 1
    OH · 1 plan(s)
  2. 2
    NE · 1 plan(s)
  3. 3
Geographic reach

State footprint

States where plans reporting Morningstart Investment Management are sponsored, by plan count.

  1. 1
    GA1 plan(s)
  2. 2
    NE1 plan(s)
  3. 3
    OH1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    The Workshops, Inc., OH · Direct $344 · 2023
  2. 2
    The Lund Company, NE · Direct $0 · Indirect $0 · 2023
  3. 3
    Lightnin' Production Rentals, Inc., GA · Direct $0 · Indirect $0 · 2023

Related Form 5500 pages