AUMdb

Beachner Employees Savings And Retirement Plan

Sponsored by Beachner Construction Company, Inc. · EIN 480531159 · Plan #001

Total assets
$20.0M
Net assets
$19.9M
Active participants
275
With balances
223

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 (discretionary) $85,071