AUMdb

Sand Creek 401(k) Profit Sharing Plan

Sponsored by Sand Creek Post & Beam, Inc · EIN 200605646 · Plan #001

Total assets
$9.4M
Net assets
$9.4M
Active participants
167
With balances
143

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
Renaissance Financial Corporation Investment advisory (plan) $23,064
Alerus Financial, N.A. Recordkeeping, Trustee (institutional), Trustee (discretionary) $16,760