AUMdb

Kalix Retirement Plan

Sponsored by Minot Vocational Adjustment Workshop D/B/A Kalix · EIN 450313122 · Plan #001

Total assets
$25.2M
Net assets
$25.2M
Active participants
286
With balances
360

Plan year beginning 07/01/2024 · 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
Bravera Wealth Recordkeeping, Trustee (institutional), Investment management $101,439