Plato Woodwork, Inc. Profit Sharing Plan & Trust
Sponsored by Plato Woodwork, Inc. · EIN 411240351 · Plan #001
- Total assets
- $25.1M
- Net assets
- $25.1M
- Active participants
- 159
- With balances
- 172
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 |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Recordkeeping fees, Sub-transfer agency fees | $7,825 |
| Security Bancshares Company | Trustee (institutional), Trustee (directed), Sub-transfer agency fees | $3,686 |