AUMdb

Equal Exchange, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Equal Exchange, Inc. · EIN 042904454 · Plan #001

Total assets
$12.6M
Net assets
$12.4M
Active participants
97
With balances
152

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 (discretionary), Participant loan processing $3,855