Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Morningstar Investment Management
Morningstar Investment Management
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $212,394
Assets of those plans
$2,123,941,839
0.03% 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
$212,394
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 |
|---|---|---|
| 51 | Investment management fees paid directly by plan | 13 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Sentry 401(k) Plan | Sentry Insurance | $1,941,946,399 | 7,644 | $143,912 |
| Silvi Concrete Products, Inc. 401(k) Plan | Constructural Dynamics Inc TA Silvi Concrete Products | $38,910,333 | 595 | $5,306 |
| Addman Holdings 401(k) Plan | Addman Intermediate Holdings | $27,481,737 | 558 | $8,861 |
| Sunrise Ford 401(k) Plan | Knight Holdings | $18,207,137 | 300 | $5,477 |
| Reco Equipment, Inc. 401(k) Savings Plan | Reco Equipment | $17,790,320 | 304 | $6,564 |
| W. D. Matthews Machinery Co. 401(k) Plan | W.D. Matthews Machinery | $14,727,238 | 149 | $7,388 |
| The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust | Bretz Companies | $13,044,794 | 181 | $5,531 |
| Aerometals, Inc. 401(k) Savings Plan | Aerometals | $12,202,835 | 189 | $5,649 |
| Peterbilt of Atlanta 401(k) Retirement Savings Plan | Peterbilt of Atlanta | $12,117,802 | 172 | $6,104 |
| Wysocki Family Farms 401(k) Plan | WSF | $12,086,353 | 221 | $6,803 |
| Mercedes-benz of Buckhead 401(k) Plan | Baran | $5,778,597 | 178 | $6,946 |
| Lacroix Electronics MI, LLC 401(k) Plan 401(k) Plan | Lacroix Electronics MI | $5,533,519 | 130 | $2,461 |
| Smith Automotive Group 401(k) Plan | Smith Automotive Group | $4,114,775 | 253 | $1,392 |
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.