# Morningstar Senior Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/morningstar-senior-management-l-401k-plan

> Morningstar Senior Management, LLC's 401(k) plan: 2,309 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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