AUMdb

The Bms Enterprises 401(k) Plan

Sponsored by The Bms Enterprises, Llc · EIN 751463179 · Plan #001

Total assets
$22.1M
Net assets
$21.7M
Active participants
1,030
With balances
318

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 (institutional), Trustee (discretionary) $64,362
Alerus Investment Advisors, Inc. Investment advisory (plan), Direct payment from the plan $21,825