Plan5500

Morningstar Investment Mgt — 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 Investment Mgt 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 $16,481 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$16.5KDirect + indirect, across loaded filings$16,481
Plans served2
Plan sponsors2
Filings2
Direct vs. indirect compensation
Direct compensation$16.5K
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 sponsor share of compensation65%Terral Riverservice Inc.
Top state share of plans50%LA
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Morningstar Investment Mgt. Bars show relative scale.

  1. 1
    Terral Riverservice Inc.$10.6K
    LA · 1 plan(s)
  2. 2
    G.R. Robert Construction Co., Inc.$5.8K
    NJ · 1 plan(s)
Geographic reach

State footprint

Where Morningstar Investment Mgt 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
    LA1 plan(s)
  2. 2
    NJ1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Morningstar Investment Mgt are sponsored, by plan count.

  1. 1
    Lake Providence, LA1 plan(s)
  2. 2
    Farmingdale, NJ1 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
    Terral Riverservice Inc 401(K) Plan$10.6K
    Terral Riverservice Inc., LA · Direct $10.6K · Indirect $0 · 2023
  2. 2
    G.R. Robert Construction Co., Inc. 401(K) Plan$5.8K
    G.R. Robert Construction Co., Inc., NJ · Direct $5.8K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Morningstar Investment Mgt?
Public Form 5500 Schedule C filings report compensation paid to Morningstar Investment Mgt as a plan service provider. Across loaded filings, total reported compensation is $16,481.
How many plans report Morningstar Investment Mgt as a service provider?
Morningstar Investment Mgt appears on 2 loaded plan(s) across 2 sponsor(s).

Related Form 5500 pages