AUMdb

Public Strategies Retirement Security Partnership Plan

Sponsored by Public Strategies, Inc. · EIN 731355962 · Plan #001

Total assets
$12.6M
Net assets
$12.6M
Active participants
330
With balances
342

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 (directed), Investment advisory (plan) $87,645
John Hancock Life Insurance Company Recordkeeping $156