Morningstar, Inc. 401(k) Plan
Sponsored by Morningstar, Inc. · EIN 363297908 · Plan #001
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 3,334
- With balances
- 5,188
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Jmg Financial Group Ltd CRD 110302 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $240,776 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $10,800 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $7,502 |
| Jmg Financial Group Ltd | Investment advisory (participants), Direct payment from the plan | $5,863 |