Morningstar Retirement Manager — 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 Retirement Manager is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 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.
Reported compensation summary
- Reported direct compensation
- $0
- Reported indirect compensation
- $0
- Total reported compensation
- $0
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- Latest filing year
- 2023
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.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Ashfield Healthcare Comm. | PA | 1 | $0 |
| Workfusion, Inc. | NY | 1 | $0 |
| Micromass Communications, Inc. | NC | 1 | $0 |
| Ashfield Healthcare, LLC | PA | 1 | $0 |
| Liveone, Inc. | CA | 1 | $0 |
State footprint
Plans reporting Morningstar Retirement Manager are sponsored in PA (2), CA (1), NC (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Liveone, Inc. | Liveone 401(K) Retirement Plan | 2023 | $0 | $0 |
| Workfusion, Inc. | Workfusion, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Ashfield Healthcare Comm. | Inizio Employee Savings Plan | 2023 | $0 | $0 |
| Ashfield Healthcare, LLC | Inizio Retirement Plan | 2023 | $0 | $0 |
| Micromass Communications, Inc. | Inizio 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Liveone 401(K) Retirement Plan (plan 001)
- Liveone, Inc. — all reported plans
- Workfusion, Inc. 401(K) Plan (plan 001)
- Workfusion, Inc. — all reported plans
- Inizio Employee Savings Plan (plan 001)
- Ashfield Healthcare Comm. — all reported plans
- Inizio Retirement Plan (plan 001)
- Ashfield Healthcare, LLC — all reported plans
- Inizio 401(K) Plan (plan 001)
- Micromass Communications, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources