Morningstar Senior Management 401(k) match, vesting and fees
What Morningstar Senior Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T. Rowe Price | Schedule C ↗ |
| Independent auditor | Kimberlin Company, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Morningstar Senior Management: employer contribution per participant | $852 | |
| Peer median | $1,440 |
| Morningstar Senior Management: average balance | $21,633 | |
| Peer median | $38,351 |
| Morningstar Senior Management: admin expenses ÷ assets | 0.85% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.2M at the end of plan year 2021 to $7.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 3,048 | $7.9M | $309K | $852 | 0.85% | Not published | Form 5500 ↗ |
| 2024 | 2,491 | $6.2M | $351K | $841 | 0.84% | Not published | Form 5500 ↗ |
| 2023 | 2,704 | $4.5M | $390K | $974 | 1.52% | Not published | Form 5500 ↗ |
| 2022 | 1,711 | $2.7M | $258K | $720 | 2.15% | Not published | Form 5500 ↗ |
| 2021 | 1,476 | $2.2M | — | — | 2.47% | Not published | Form 5500 ↗ |
Common questions
Does Morningstar Senior Management match 401(k) contributions?
The match terms for the Morningstar Senior Living Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $309K in employer contributions, about $852 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Morningstar Senior Management 401(k) match vested?
The vesting schedule for the Morningstar Senior Living Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Morningstar Senior Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is T. Rowe Price. The plan administrator is Morningstar Senior Management, LLC.
I left Morningstar Senior Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Morningstar Senior Management, LLC, (303) 386-1068) or the recordkeeper, T. Rowe Price. The Morningstar Senior Management old 401(k) page lists the contacts from every plan filing. Find an old Morningstar Senior Management 401(k)
Data from the public Form 5500 annual reports Morningstar Senior Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Morningstar Senior Management. Not financial advice. Report a correction · Methodology