AUMdb

Wold Architects & Engineers 401(k) Profit Sharing Plan

Sponsored by Wold Architects & Engineers · EIN 410940870 · Plan #001

Total assets
$59.3M
Net assets
$58.8M
Active participants
350
With balances
445

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) $3,113