Plans listing this provider
24
0.04% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › Alerus Investment Advisors, Inc.
Alerus Investment Advisors, Inc.
- Service provider, as named on Schedule C
- EIN 421378382
- Plan year 2024
- Direct compensation reported $447,996
Assets of those plans
$835,137,112
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$447,996
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 23 |
| 26 | Investment advisory (participants) | 18 |
| 51 | Investment management fees paid directly by plan | 5 |
| 50 | Direct payment from the plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| FS Brands 401(k) Plan | FS Brands | $127,524,883 | 4,054 | $13,581 |
| Brandt Holdings Company 401(k) Plan | Brandt Holdings | $114,279,081 | 1,220 | $30,522 |
| Advanced Engineering and Environmental Services, LLC Profit Sharing 401(k) Plan | Advanced Engineering and Environmental Services | $87,099,847 | 411 | $20,000 |
| Minneapolis Radiation Oncology Physicians, P.A. 401(k) Plan & Trust | Minneapolis Radiation Oncology Physicians | $70,788,333 | 209 | $20,000 |
| Strata Corporation 401(k) | Strata | $59,362,737 | 826 | $8,619 |
| W. W. Wallwork, Inc. 401(k) Profit Sharing Plan | W. W. Wallwork | $51,089,961 | 620 | $19,291 |
| Dort Financial Credit Union Employees Deferred Compensation Plan | Dort Financial Credit Union | $38,607,252 | 390 | $51,392 |
| Brycon Corporation 401(k) Profit Sharing Plan and Trust | Brycon | $25,765,433 | 710 | $30,072 |
| Interior/exterior Building Supply 401(k) Profit Sharing Plan and Trust | Interior/exterior Building Supply Limited Partnership | $24,990,611 | 275 | $31,171 |
| No Tears Learning, Inc. 401(k) Profit Sharing Plan | No Tears Learning | $24,774,217 | 227 | $22,815 |
| Craftsmen Transportation Services, LLC 401(k) Plan | Craftsmen Transportation Services | $23,466,500 | 158 | $7,971 |
| Rydell 401(k) Plan | Rydell Auto Center | $22,287,300 | 335 | $10,236 |
| The BMS Enterprises 401(k) Plan | BMS Enterprises | $22,056,866 | 318 | $21,825 |
| Barrel Accessories & Supply Co., Inc. Profit Sharing & Saving Plan | Barrel Accessories & Supply | $20,848,541 | 145 | $29,632 |
| Norris Design 401(k) Profit Sharing Plan and Trust | Norris Design | $20,543,513 | 185 | $8,293 |
| J. H. Larson Electrical Company 401(k) Retirement Plan | J.H. Larson Electrical | $19,460,985 | 219 | $21,154 |
| Good Samaritan Hospital Association 401(k) Plan | Good Samaritan Hospital Association | $18,223,268 | 343 | $18,345 |
| Hugo's 401(k) Profit Sharing Plan and Trust | Valley Markets | $17,885,769 | 315 | $17,370 |
| Hotels Unlimited, Inc. & Affiliates 401(k) Plan | Hotels Unlimited | $9,666,012 | 152 | $7,463 |
| Midcon Cables 401(k) Plan and Trust | Midcon Cables | $7,846,086 | 133 | $7,916 |
| Give EM a Brake Safety 401(k) Plan | Give EM a Brake Safety | $7,625,415 | 138 | $30,921 |
| Woodson Wholesale, Inc. | Woodson Wholesale | $7,390,074 | 151 | $4,089 |
| American Tubing Arkansas, LLC Employees 401(k) Retirement Plan | American Tubing Arkansas | $7,201,822 | 118 | $9,734 |
| Pepsi-cola Bottling Co. of Corbin Inc. 401(k) Plan | Pepsi-cola Bottling Co. of Corbin | $6,352,606 | 151 | $5,584 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.