# Morningstar, INC. 401(k) Plan
Source: https://planprovider.pro/companies/morningstar-inc-401k-plan

> Morningstar, INC.'s 401(k) plan: 3,334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morningstar, INC.

- **Sponsor EIN:** 363297908

- **Sponsor Address:** 22 WEST WASHINGTON, CHICAGO, IL, 60602

- **Plan Type:** 401(k)

- **Total Participants:** 3,334

- **Total Assets:** $1.0B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,334|$1.0B|$22.2M|$46.9M|

| 2023|3,472|$877.9M|$22.4M|$45.4M|

| 2022|3,493|$700.0M|$19.5M|$40.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CDH CPA, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$241,014|—|—|—|—|

| 2023|$258,075|—|—|—|—|

| 2022|$230,020|—|—|—|—|

## Similar Plans

- [Publications International, Ltd.](https://planprovider.pro/companies/publications-international-ltd-401k-plan) — 91 participants

- [Christianity Today International](https://planprovider.pro/companies/christianity-today-international-401k-plan) — 83 participants

- [Lawrence Ragan Communications INC.](https://planprovider.pro/companies/lawrence-ragan-communications-inc-401k-plan) — 45 participants

- [Spaeth, LLC Dba Cte Publications, INC.](https://planprovider.pro/companies/spaeth-llc-dba-cte-publications-inc-401k-plan) — 5 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/morningstar-inc-401k-plan)

© 2026 PlanProvider.Pro