AUMdb

Strata Corporation 401(k)

Sponsored by Strata Corporation · EIN 450276869 · Plan #001

Total assets
$59.4M
Net assets
$59.4M
Active participants
708
With balances
826

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) $128,064
Alerus Investment Advisors, Inc. Investment advisory (participants), Investment advisory (plan) $8,619