AUMdb

Norris Design 401(k) Profit Sharing Plan And Trust

Sponsored by Norris Design, Inc. · EIN 841179372 · Plan #001

Total assets
$20.5M
Net assets
$20.5M
Active participants
139
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) $35,401
Alerus Investment Advisor, Inc. Investment advisory (participants), Investment advisory (plan) $8,293