AUMdb

No Tears Learning, Inc. 401(k) Profit Sharing Plan

Sponsored by No Tears Learning, Inc. · EIN 263799871 · Plan #001

Total assets
$24.8M
Net assets
$24.3M
Active participants
194
With balances
227

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) $54,796
Alerus Investment Advisors, Inc Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $22,815