Plan Snapshot
- Plan Sponsor: Morningstar Senior Management, LLC
- Sponsor EIN: 203561128
- Sponsor Address: 7887 E BELLEVIEW AVE, SUITE 600, ENGLEWOOD, CO, 80111
- Plan Type: 401(k)
- Total Participants: 2,309
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 2,309 | $6.3M | $350,515 | $1.5M |
| 2023 | 2,642 | $4.6M | $389,541 | $1.3M |
| 2022 | 1,596 | $2.7M | $257,676 | $1.0M |
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 |
|---|---|---|---|---|
| T. ROWE PRICE | NONE | $44,170 | — | $44,170 |
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,170
- Estimated Expense Ratio: 0.702% of plan assets
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 | $45,255 | — | — | — | — |
| 2023 | $55,213 | — | — | — | — |
| 2022 | $52,341 | — | — | — | — |