AUMdb

Bremer 401(k) Plan

Sponsored by Bremer Financial Corporation · EIN 410715583 · Plan #002

Total assets
$346M
Net assets
$346M
Active participants
1,435
With balances
1,970

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Towers Watson Investment Services, Inc. CRD 110473 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $467,068
Towers Watson Investment Investment management, Direct payment from the plan $6,500