AUMdb

Great Lakes Behavioral Research Institute Employee Pension Plan

Sponsored by Great Lakes Behavioral Research Institute · EIN 251320550 · Plan #002

Total assets
$16.9M
Net assets
$16.7M
Active participants
173
With balances
388

Plan year beginning 01/01/2024 · Total participant-directed account, Profit-sharing, ERISA 404(c) participant-directed

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, Custodial (securities), Distribution (12b-1) fees $16,929