Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 5 in 2023
Providers › Morningstar Retirement Manager
Morningstar Retirement Manager
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $4,860
Assets of those plans
$519,367,537
0.01% 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
$4,860
58% 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 |
|---|---|---|
| 26 | Investment advisory (participants) | 12 |
| 27 | Investment advisory (plan) | 12 |
| 28 | Investment management | 12 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Inizio Retirement Plan | Ashfield Healthcare | $139,761,165 | 3,767 | $0 |
| Inizio Employee Savings Plan | Ashfield Healthcare COMM. | $134,166,172 | 1,165 | $0 |
| Inizio USA 401(k) Plan | Huntsworth Group | $132,938,814 | 1,578 | $540 |
| Overland West, Inc. 401(k) Profit Sharing Plan | Overland West | $36,628,050 | 319 | $540 |
| Serv-u-success 401(k) Plan | Thrifty Retail Services | $23,975,121 | 497 | $1,620 |
| CRL Technologies, Inc. 401(k) Plan | CRL Technologies | $20,165,239 | 190 | $540 |
| Liveone 401(k) Retirement Plan | Liveone | $15,774,209 | 156 | $0 |
| Workfusion, Inc. 401(k) Plan | WorkFusion | $9,378,495 | 125 | $0 |
| Garden of the Gods Collection 401(k) Plan | BCWJ813 LLC DBA Garden of the G | $4,084,555 | 369 | $540 |
| PT Services Delaware LLC 401(k) Plan | PT Services Delaware | $1,820,359 | 107 | $540 |
| Net2source 401(k) Plan | Net2source | $524,515 | 490 | $540 |
| Compassionate Home Health Residential Services Inc. 401(k) P | Compassionate Home Health Care I | $150,843 | 193 | $0 |
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.