Agi 401(k) Retirement Plan
Sponsored by Westfield Distributing (Nd), Inc. · EIN 450458257 · Plan #002
- Total assets
- $49.4M
- Net assets
- $48.6M
- Active participants
- 580
- With balances
- 908
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 |
|---|---|---|
| Intellicents Inc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $93,567 |
| Alerus Financial, N.A. | Recordkeeping, Custodial (securities), Trustee (institutional) | $90,962 |