Eide Bailly Llp 401(k) Profit Sharing Plan
Sponsored by Eide Bailly Llp · EIN 450250958 · Plan #001
- Total assets
- $615M
- Net assets
- $614M
- Active participants
- 3,154
- With balances
- 3,988
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 |
|---|---|---|
| Symmetry Partners, Llc. CRD 120982 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $275,309 |
| Symmetry Partners, Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $255,946 |