Plancorp, Llc Safe Harbor 401(k) Plan
Sponsored by Plancorp, Inc. · EIN 272717447 · Plan #001
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 133
- With balances
- 169
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 Na | Recordkeeping, Custodial (securities) | $6,345 |
| Benefit Plans Plus Llc | Contract administrator, Plan administrator | $2,025 |