Wrg 401(k) Plan & Trust
Sponsored by Water Resources Group, Inc. · EIN 824501910 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 192
- With balances
- 185
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $38,770 |
| Carlson Capital Management, Inc. | Investment management fees (direct) | $5,618 |