AUMdb

Beverly Farm Foundation 401(k) Plan

Sponsored by Beverly Farm Foundation Inc. · EIN 370765971 · Plan #001

Total assets
$3.2M
Net assets
$3.2M
Active participants
241
With balances
242

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) $28,140