Wesley W Garton signed Plancorp, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plancorp, Inc.'s EIN is 27-2717447.
Download the official 2024 Form 5500 (PDF) for Plancorp, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plancorp, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL NA | 45-6062081 | GRAND FORKS, ND | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS LLC | 43-1829594 | ST. LOUIS, MO | THIRD PARTY ADMINISTRATO | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 19 Alerus Financial, N.A. Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $6.2M | 27.2% | |
| 15 Alerus Financial, N.A. Vanguard Core Bond Admiral | Mutual Funds | — | — | $2.9M | 12.8% | |
| 11 Alerus Financial, N.A. DFA US Core Equity 1 | Mutual Funds | — | — | $2.4M | 10.6% | |
| 6 Alerus Financial, N.A. DFA International Core Equity | Mutual Funds | — | — | $2.1M | 9.0% | |
| 3 Alerus Financial, N.A. Avantis U.S. Small Cap Value Instl | Other securities | — | — | $1.8M | 8.0% | |
| 10 Alerus Financial, N.A. DFA Short-Term Extended Quality | Mutual Funds | — | — | $1.4M | 6.3% | |
| 8 Alerus Financial, N.A. DFA International Value | Mutual Funds | — | — | $1.2M | 5.2% | |
| 5 Alerus Financial, N.A. DFA Global Equity | Mutual Funds | — | — | $865K | 3.8% | |
| 4 Alerus Financial, N.A. DFA Emerging Markets Core Equity | Mutual Funds | — | — | $723K | 3.2% | |
| 14 Alerus Financial, N.A. PIMCO Low Duration Income Instl | Mutual Funds | — | — | $469K | 2.1% | |
| 13 Alerus Financial, N.A. DFA US Small Cap Value | Mutual Funds | — | — | $432K | 1.9% | |
| 9 Alerus Financial, N.A. DFA Short-Duration Real Return Instl | Mutual Funds | — | — | $418K | 1.8% | |
| 18 Alerus Financial, N.A. Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $315K | 1.4% | |
| 16 Alerus Financial, N.A. Vanguard Short-Term Treasury Inv | Mutual Funds | — | — | $299K | 1.3% | |
| 7 Alerus Financial, N.A. DFA International Small Cap Value | Mutual Funds | — | — | $249K | 1.1% | |
| 12 Alerus Financial, N.A. DFA US Micro Cap | Mutual Funds | — | — | $156K | 0.7% | |
| 2 *Alerus Financial, N.A. Alerus Money Market | Cash / Money Market | — | — | $133K | 0.6% | |
| 17 Alerus Financial, N.A. Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $37K | 0.2% | |
| 1 *Alerus Financial, N.A. Cash - Due to Broker | Cash / Money Market | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
