AUMdb

Cole Papers, Inc. Profit Sharing Plan

Sponsored by Cole Papers, Inc. · EIN 450129830 · Plan #001

Total assets
$3.0M
Net assets
$3.0M
Active participants
159
With balances
192

Plan year beginning 01/01/2024 · Profit-sharing

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) $9,657
Widmer Roel, Cpa's Accounting $8,805