Lorensen Enterprises Inc. 401(k) Psp & Trust
Sponsored by Lorensen Enterprises Inc. · EIN 061247940 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 191
- With balances
- 159
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 |
|---|---|---|
| Sullivan Financial, Llc CRD 121371 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sullivan Financial Llc | Investment advisory (participants) | $59,275 |
| Alerus Financial, N.A. | Recordkeeping, Custodial (securities), Trustee (institutional) | $7,779 |