AUMdb

Interior/Exterior Building Supply 401(k) Profit Sharing Plan And Trust

Sponsored by Interior/Exterior Building Supply, Limited Partnership · EIN 721514223 · Plan #001

Total assets
$25.0M
Net assets
$24.7M
Active participants
366
With balances
275

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 (directed) $65,069
Alerus Investment Advisors, Inc. Investment advisory (plan) $31,171