AUMdb

Advanced Engineering And Environmental Services, Llc Profit Sharing 401(k) Plan

Sponsored by Advanced Engineering And Environmental Services, Llc · EIN 450422908 · Plan #001

Total assets
$87.1M
Net assets
$86.0M
Active participants
329
With balances
411

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) $52,989
Alerus Investment Advisors, Inc. Investment advisory (participants), Investment advisory (plan) $20,000