Mitch Byrne signed Advanced Engineering and Environmental Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Engineering and Environmental Services, LLC's EIN is 45-0422908.
Download the official 2024 Form 5500 (PDF) for Advanced Engineering and Environmental Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Engineering and Environmental Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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, N.A. | 45-6062081 | — | NONE | $53K | — |
| ALERUS INVESTMENT ADVISORS, INC. | 42-1378382 | — | NONE | $20K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $81.9M | 94.1% | |
| ALERUS AGGRESSIVE GROWTH - DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 019 | Common Collective Trust | — | — | $4.9M | 5.6% | |
| ALERUS MODERATE GROWTH - DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 018 | Common Collective Trust | — | — | $2.8M | 3.2% | |
| ALERUS MODERATE INCOME - DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 016 | Common Collective Trust | — | — | $590K | 0.7% | |
| ALERUS CONSERVATIVE GROWTH - DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 017 | Common Collective Trust | — | — | $446K | 0.5% | |
| ALERUS CONSERVATIVE INCOME - DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 015 | Common Collective Trust | — | — | $98K | 0.1% |
