What does Form 5500 Schedule C report about Morningstar Investement Management?

Public Form 5500 Schedule C filings report compensation paid to Morningstar Investement Management as a plan service provider. Across loaded filings, total reported compensation is $18,796.

How many plans report Morningstar Investement Management as a service provider?

Morningstar Investement Management appears on 2 loaded plan(s) across 2 sponsor(s).

Morningstar Investement 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, Morningstar Investement Management is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $14,883 and reported indirect compensation totals $3,913.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$18.8KDirect + indirect, across loaded filings$18,796

Plans served2

Plan sponsors2

Filings2

Direct vs. indirect compensation

Direct compensation$14.9K

Indirect compensation$3.9K

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 sponsor share of compensation73%Noarus Tgg Dba Toyota Place

Top state share of plans50%CA

Plan sponsors served2

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Morningstar Investement Management. Bars show relative scale.

1
Noarus Tgg Dba Toyota Place$13.6K
CA · 1 plan(s)
2
Bkk Management Co., Inc. & Affiliated Companies$5.2K
OH · 1 plan(s)

Geographic reach

State footprint

Where Morningstar Investement 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
CA1 plan(s)
2
OH1 plan(s)

Geographic reach

City footprint

Cities where plans reporting Morningstar Investement Management are sponsored, by plan count.

1
Garden Grove, CA1 plan(s)
2
Findlay, 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
Noarus Auto Group 401(K) Plan$13.6K
Noarus Tgg Dba Toyota Place, CA · Direct $9.7K · Indirect $3.9K · 2023
2
Taco Bell Of Northwest Ohio 401(K) Profit Sharing Plan$5.2K
Bkk Management Co., Inc. & Affiliated Companies, OH · Direct $5.2K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Morningstar Investement Management?: Public Form 5500 Schedule C filings report compensation paid to Morningstar Investement Management as a plan service provider. Across loaded filings, total reported compensation is $18,796.
How many plans report Morningstar Investement Management as a service provider?: Morningstar Investement Management appears on 2 loaded plan(s) across 2 sponsor(s).