This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $42K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ALERUS MODERATE INCOME - INSTIT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 006 | Common Collective Trust | $843K | 8.7% |
| ALERUS MODERATE GROWTH - INSTIT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 008 | Common Collective Trust | $294K | 3.0% |
| ALERUS CONSERVATIVE INCOME - INSTIT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 005 |
Common Collective Trust |
| $186K |
| 1.9% |
| ALERUS CONSERVATIVE GROWTH - INSTIT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 007 | Common Collective Trust | $109K | 1.1% |
| ALERUS AGGRESSIVE GROWTH - INSTIT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 009 | Common Collective Trust | $102K | 1.1% |
