Morning 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, Morning Investment Management 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 $0 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$0Direct + indirect, across loaded filings
Plans served1
Plan sponsors1
Filings1
Direct vs. indirect compensation
Direct compensation$0
Indirect compensation$0

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.

Computed from loaded filings

Concentration

Top state share of plans100%VA
Plan sponsors served1
By reported compensation

Top plan sponsors by reported compensation

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

  1. 1
    VA · 1 plan(s)
Geographic reach

State footprint

Where Morning Investment Management 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.

  1. 1
    VA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Morning Investment Management are sponsored, by plan count.

  1. 1
    Norfolk, VA1 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
    Hobbs & Associates, Inc., VA · Direct $0 · Indirect $0 · 2023

Related Form 5500 pages