Serv U Success 401(k) Plan
Sponsored by Thrifty Retail Services, Llc · EIN 273469063 · Plan #001
- Total assets
- $24.0M
- Net assets
- $24.0M
- Active participants
- 1,580
- With balances
- 497
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (directed), Trustee (institutional) | $33,046 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $4,070 |
| Morningstar Retirement Manager | Investment advisory (participants), Investment advisory (plan), Investment management | $1,620 |