Hugo's 401(k) Profit Sharing Plan And Trust
Sponsored by Valley Markets, Inc. · EIN 450273731 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 830
- With balances
- 315
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) | $72,297 |
| Alerus Investment Advisors | Investment management fees (direct) | $17,370 |