Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Morningstar Inc DBA Morningstar ASS
Morningstar Inc DBA Morningstar ASS
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $20,952
Assets of those plans
$125,599,134
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$20,952
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 99 | Other fees | 14 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Psiquantum 401(k) Plan | Psiquantum | $26,154,695 | 380 | $4,137 |
| Lawrence Equipment 401(k) Retirement Plan | Lawrence Equipment | $18,115,205 | 237 | $3,390 |
| B & H Construction 401(k) Plan | B & H Construction | $15,566,884 | 516 | $1,395 |
| The Roberts Company 401(k) Retirement Plan | TRC Acquisition | $13,407,009 | 238 | $2,299 |
| Advanced Systems Development, Inc. 401(k) and Profit Sharing Plan | Advanced Systems Development | $10,575,239 | 124 | $2,180 |
| Jaxon Retirement Savings Plan | Jaxon Engineering & Maintenance | $9,471,451 | 132 | $1,624 |
| Conestoga Energy Partners LLC Employees Savings Trust | Conestoga Energy Partners | $8,331,811 | 314 | $1,519 |
| The Geneva School 401(k) Retirement Plan | Geneva School | $6,816,984 | 116 | $1,235 |
| Friar TUX Shop 401(k) Plan | Friar TUX Shop | $4,083,155 | 236 | $761 |
| Escape Lodging, LLC 401(k) Plan | Escape Lodging | $3,670,304 | 121 | $668 |
| 403(b) Thrift Plan of Beyond Housing, Inc. | Beyond Housing | $3,249,365 | 168 | $659 |
| Renewal by Andersen of Alaska 401(k) Profit Sharing Plan | Home Improvement Services Company DBA Renewal by Andersen of Alaska | $2,635,510 | 155 | $455 |
| Sunnyhill, Inc. 401(k) Retirement Plan | Sunnyhill | $2,033,557 | 127 | $359 |
| Service Complete Electric, Inc. 401(k) Profit Sharing Plan | Service Complete Electric | $1,487,965 | 132 | $271 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.