Morningstar Senior Management, L 401(k) Plan: Login, Facts & Contact Information
Morningstar Senior Management, L 401(k) Login
181 former Morningstar Senior Management, L employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Morningstar Senior Management, L 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 8, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $2.03 million went into the plan in contributions, $350,515 of it from the employer (17%).
- $1.02 million was paid out to participants.
- Investment and other income added $678,305.
- Administrative expenses were $45,255, about $109 per account.
How the Morningstar Senior Management, L 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,138 | $1.16 million | — | $277,394 |
| 2020 | 1,404 | $1.58 million | — | $230,071 |
| 2021 | 1,613 | $2.16 million | — | $475,944 |
| 2022 | 1,580 | $2.70 million | $257,676 | $627,565 |
| 2023 | 1,711 | $4.56 million | $389,541 | $424,295 |
| 2024 | 2,704 | $6.29 million | $350,515 | $1.02 million |
Morningstar Senior Management, L 401(k) Contact Information
Questions about the Morningstar Senior Management, L 401(k)
Does Morningstar Senior Management, L contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $350,515, 17% of all contributions.
Does the Morningstar Senior Management, L 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Morningstar Senior Management, L 401(k) plan?
2,704 participants at the start of plan year 2024, 2,309 of them active employees, and 181 former employees who still had money in the plan.
What is the average 401(k) balance at Morningstar Senior Management, L?
About $15,095 per account: $6.29 million in plan assets across 417 accounts with a balance at the end of plan year 2024.
Who manages the Morningstar Senior Management, L 401(k) accounts?
T. Rowe Price is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Morningstar Senior Management, L. How do I access my 401(k)?
Your account stays with T. Rowe Price after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.