Morninstar Investment 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, Morninstar Investment 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 $2,292 and reported indirect compensation totals $2,292.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
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 Morninstar Investment Mgmt. Bars show relative scale.
- 1
State footprint
Where Morninstar Investment Mgmt appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
- 1CA1 plan(s)
City footprint
Cities where plans reporting Morninstar Investment Mgmt are sponsored, by plan count.
- 1San Jose, CA1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Autox Technologies, Inc, CA · Direct $2.3K · Indirect $2.3K · 2023
Frequently asked questions
- What does Form 5500 Schedule C report about Morninstar Investment Mgmt?
- Public Form 5500 Schedule C filings report compensation paid to Morninstar Investment Mgmt as a plan service provider. Across loaded filings, total reported compensation is $4,584.
- How many plans report Morninstar Investment Mgmt as a service provider?
- Morninstar Investment Mgmt appears on 1 loaded plan(s) across 1 sponsor(s).