AUMdb

Bethany Retirement Living 401(k) Plan

Sponsored by Bethany Retirement Living · EIN 450394181 · Plan #001

Total assets
$13.4M
Net assets
$13.3M
Active participants
725
With balances
353

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 (directed), Sub-transfer agency fees $79,020