ALERUS RETIREMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
55
Active participants
21,060
Total plan assets
$808.8M
Filings (rows)
55
Direct comp
$1.5M
Indirect comp
$0
Aggregating 4 name variants under "ALERUS RETIREMENT"
SERVICES PROVIDED
Other35
Recordkeeper8
Custodian6
TPA / Administrator4
Advisor / Consultant2
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| FEDERATED CAPITAL PRESERVATION FUND | 2 |
| FEDERAL HERMES CAP PRES FUND | 1 |
Top plans served
All 55 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BOARD OF TRUSTEES, PLUMBERS & STEAMFITTERS LOCAL NO. 300 PLUMBERS & STEAMFITTERS LOCAL NO. 300 PENSION PLAN | FARGO, ND | Other NONE | 875 | $74.7M | $87K |
| BOARD OF TRUSTEES, PLUMBERS & STEAMFITTERS LOCAL NO. 300 PLUMBERS & STEAMFITTERS LOCAL NO. 300 PENSION PLAN | FARGO, ND | Other NONE | 910 | $67.1M | $72K |
| PLUMBERS & STEAMFITTERS LOCAL NO. 300 PLUMBERS & STEAMFITTERS LOCAL NO. 300 PENSION PLAN | FARGO, ND | Other NONE | 881 | $56.2M | $72K |
| BOARD OF TRUSTEES OF PRODUCTION SHEET METAL WORKERS LOCAL 10 RETIRE PRODUCTION SHEET METAL WORKERS' LOCAL 10 RETIREMENT PLAN | ST. PAUL, MN | Other NONE | 331 | $33.5M | $117K |
| BOARD OF TRUSTEES OF PRODUCTION SHEET METAL WORKERS LOCAL 10 RETIRE PRODUCTION SHEET METAL WORKERS' LOCAL 10 RETIREMENT PLAN | ST. PAUL, MN | Other NONE | 429 | $33.5M | $109K |
| BOARD OF TRUSTEES OF PRODUCTION SHEET METAL WORKERS LOCAL 10 RETIRE PRODUCTION SHEET METAL WORKERS' LOCAL 10 RETIREMENT PLAN | ST. PAUL, MN | Other NONE | 436 | $33.2M | $103K |
| HEAT & FROST INSULATORS LOCAL 27 INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND | INDEPENDENCE, MO | Custodian RECORD KEEPER/CUSTODIAN | 514 | $32.4M | $59K |
| ROCKLER COMPANIES, INC. ROCKLER COMPANIES, INC. 401(K) AND PROFIT SHARING PLAN | MEDINA, MN | Advisor / Consultant ADVISOR | 666 | $31.9M | $25K |
| ROCKLER COMPANIES, INC. ROCKLER COMPANIES, INC. 401(K) AND PROFIT SHARING PLAN | MEDINA, MN | Advisor / Consultant ADVISOR | 717 | $31.1M | $42K |
| COVIUS HOLDINGS, INC. COVIUS HOLDINGS, INC. 401(K) PLAN | GLENDALE, CO | TPA / Administrator THIRD PARTY ADMIN. | 809 | $29.6M | $27K |
| TRUSTEES TEAMSTERS LOCAL 346 SAVINGS & 401(K) PLAN TEAMSTERS LOCAL 346 SAVINGS & 401(K) PLAN | DULUTH, MN | Other NONE | 486 | $29.6M | $30K |
| HEAT & FROST INSULATORS LOCAL 27 INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND | INDEPENDENCE, MO | Custodian RECORD KEEPER/CUSTODIAN | 483 | $28.4M | $48K |
| TRUSTEES TEAMSTERS LOCAL 346 SAVINGS & 401(K) PLAN TEAMSTERS LOCAL 346 SAVINGS & 401(K) PLAN | DULUTH, MN | Other NONE | 312 | $26.6M | $28K |
| HEAT & FROST INSULATORS LOCAL 27 INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND | INDEPENDENCE, MO | Custodian RECORD KEEPER/CUSTODIAN | 442 | $23.8M | $19K |
| TRUSTEES TEAMSTERS LOCAL 346 SAVINGS & 401(K) PLAN TEAMSTERS LOCAL 346 SAVINGS & 401(K) PLAN | DULUTH, MN | Other NONE | 214 | $23.5M | $30K |
| EUGENE WELDERS SUPPLY CO DBA INDUSTRIAL SOURCE LAING COMPANIES 401K PLAN | SPRINGFIELD, OR | Other NONE | 131 | $17.8M | $2K |
| EUGENE WELDERS SUPPLY CO DBA INDUSTRIAL SOURCE LAING COMPANIES 401K PLAN | SPRINGFIELD, OR | Other NONE | 140 | $15.7M | $29K |
| EUGENE WELDERS SUPPLY CO DBA INDUSTRIAL SOURCE LAING COMPANIES 401K PLAN | SPRINGFIELD, OR | Other NONE | 120 | $13.6M | $30K |
| INSOURCE TECHNOLOGIES, INC. INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN | PAULDING, OH | Other NONE | 190 | $11.0M | $61K |
| LEXITAS PHARMA SERVICES, INC. LEXITAS PHARMA SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | DURHAM, NC | Other NONE | 156 | $10.3M | $6K |
| LEXITAS PHARMA SERVICES, INC. LEXITAS PHARMA SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | DURHAM, NC | Other NONE | 93 | $10.1M | $6K |
| INSOURCE TECHNOLOGIES, INC. INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN | PAULDING, OH | Other NONE | 237 | $9.8M | $45K |
| NORTH COUNTY NEUROLOGY ASSOCIATES NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | CARLSBAD, CA | Recordkeeper RECORDKEEPER | 127 | $9.8M | $19K |
| CARMEL COUNTRY CLUB, INC. CARMEL COUNTRY CLUB INC 401(K)PLAN | CHARLOTTE, NC | Other NONE | 184 | $9.0M | $26K |
| ADDGENE, INC ADDGENE 403(B) SAVINGS AND RETIREMENT PLAN | WATERTOWN, MA | Recordkeeper RECORDKEEPER | 112 | $8.8M | $12K |
| GRAND AUTO, INC. MORELAND DEALERSHIPS RETIREMENT SAVINGS PLAN | THORNTON, CO | TPA / Administrator TPA | 306 | $8.2M | $4K |
| CARMEL COUNTRY CLUB, INC. CARMEL COUNTRY CLUB INC 401(K)PLAN | CHARLOTTE, NC | Other NONE | 160 | $7.8M | $25K |
| BERRY ENTERPRISES, INC. BERRY ENTERPRISES, INC. 401(K) PLAN AND TRUST | CHILHOWIE, VA | Custodian CUSTODIAN | 131 | $7.6M | $6K |
| INSOURCE TECHNOLOGIES, INC. INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN | PAULDING, OH | Other NONE | 238 | $7.6M | $44K |
| CARMEL COUNTRY CLUB, INC. CARMEL COUNTRY CLUB INC 401(K)PLAN | CHARLOTTE, NC | Other NONE | 134 | $7.5M | $20K |
| GRAND AUTO, INC. MORELAND DEALERSHIPS RETIREMENT SAVINGS PLAN | THORNTON, CO | TPA / Administrator TPA | 575 | $7.5M | $3K |
| PDC MACHINES LLC PDC 401(K) PLAN | SOUDERTON, PA | Other THIRD PART ADMINISTRATOR | 127 | $7.4M | $6K |
| CONGO, LLC EMPLOYEE'S 401(K) PLAN | LOUISVILLE, KY | Recordkeeper RECORDKEEPER | 882 | $7.3M | $5K |
| PDC MACHINES LLC PDC 401(K) PLAN | SOUDERTON, PA | Other THIRD PART ADMINISTRATOR | 87 | $7.2M | $7K |
| GRAND AUTO, INC. MORELAND DEALERSHIPS RETIREMENT SAVINGS PLAN | THORNTON, CO | TPA / Administrator TPA | 330 | $7.2M | $5K |
| ADDGENE, INC ADDGENE 403(B) SAVINGS AND RETIREMENT PLAN | WATERTOWN, MA | Other NONE | 115 | $6.8M | $9K |
| MCCLANCY FOODS AND FLAVORS LLC MCCLANCY FOODS AND FLAVORS LLC CAPITAL ACCUMULATION PLAN | FORT MILL, SC | Recordkeeper RECORD KEEPER | 270 | $6.1M | $33K |
| GREASE MONKEY INTERNATIONAL LLC GREASE MONKEY INTERNATIONAL 401(K) PLAN | GREENWOOD VILLAGE, CO | Recordkeeper RECORDKEEPER | 1,752 | $5.6M | $3K |
| NORTH RIDGE COUNTRY CLUB, INC. NORTH RIDGE COUNTRY CLUB 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN | RALEIGH, NC | Recordkeeper RECORD KEEPER | 154 | $5.4M | $13K |
| MCCLANCY FOODS AND FLAVORS LLC MCCLANCY FOODS AND FLAVORS LLC CAPITAL ACCUMULATION PLAN | FORT MILL, SC | Other NONE | 245 | $5.3M | $29K |
| MCCLANCY FOODS AND FLAVORS LLC MCCLANCY FOODS AND FLAVORS LLC CAPITAL ACCUMULATION PLAN | FORT MILL, SC | Other NONE | 212 | $4.7M | $15K |
| NORTH RIDGE COUNTRY CLUB, INC. NORTH RIDGE COUNTRY CLUB 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN | RALEIGH, NC | Other NONE | 228 | $4.5M | $11K |
| GREASE MONKEY INTERNATIONAL LLC GREASE MONKEY INTERNATIONAL 401(K) PLAN | GREENWOOD VILLAGE, CO | Recordkeeper RECORDKEEPER | 1,767 | $4.0M | $2K |
| NORTH RIDGE COUNTRY CLUB, INC. NORTH RIDGE COUNTRY CLUB 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN | RALEIGH, NC | Other NONE | 125 | $4.0M | $13K |
| GREASE MONKEY INTERNATIONAL LLC GREASE MONKEY INTERNATIONAL 401(K) PLAN | GREENWOOD VILLAGE, CO | Recordkeeper RECORDKEEPER | 1,739 | $3.5M | $2K |
| ESCALANTE CONCRETE CONSTRUCTION, INC. ESCALANTE CONCRETE CONSTRUCTION, INC. 401(K) PLAN | TUCSON, AZ | Custodian RECORDKEEPING /CUSTODIAL | 199 | $2.8M | $12K |
| NORTHWEST TECHNOLOGIES, INC. NORTHWEST TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | ESTACADA, OR | Other NONE | 69 | $2.7M | $11K |
| KOCH SCHOOL BUS SERVICE INC KOCH SCHOOL BUS SERVICE INC 401(K) PLAN | WACONIA, MN | Other NONE | 160 | $2.4M | $20K |
| ESCALANTE CONCRETE CONSTRUCTION, INC. ESCALANTE CONCRETE CONSTRUCTION, INC. 401(K) PLAN | TUCSON, AZ | Custodian RECORDKEEPING /CUSTODIAL | 180 | $2.1M | $9K |
| DR. LAKE GARNER DR. LAKE GARNER 401(K) PLAN | HATTIESBURG, MS | Other NONE | 14 | $1.6M | $24K |
| JMS SENIOR LIVING JMS SENIOR LIVING 401(K) | JEFFERSON CITY, MO | Other NONE | 75 | $1.1M | $7K |
| JMS SENIOR LIVING JMS SENIOR LIVING 401(K) | JEFFERSON CITY, MO | Other NONE | 0 | $0 | $11K |
| HORNE BROS. CONSTRUCTION, INC. HORNE BROS. CONSTRUCTION, INC. 401(K) PLAN | FAYETTEVILLE, NC | Other NONE | 0 | $0 | $11K |
| TELLIGEN TELLIGEN WELFARE PLAN | WEST DES MOINES, IA | Other ADMINISTRATOR | 603 | — | $31K |
| ARKRAY AMERICA, INC. ARKRAY AMERICA, INC. GROUP WELFARE BENEFITS PLAN | EDINA, MN | Other ADMINISTRATOR | 188 | — | $11K |
