Form 5500 Search

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

SERVICES PROVIDED

Other35
Recordkeeper8
Custodian6
TPA / Administrator4
Advisor / Consultant2

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
FEDERATED CAPITAL PRESERVATION FUND2
FEDERAL HERMES CAP PRES FUND1

Top plans served

All 55 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect 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
HORNE BROS. CONSTRUCTION, INC.
HORNE BROS. CONSTRUCTION, INC. 401(K) PLAN
FAYETTEVILLE, NC
Other
NONE
0$0$11K
JMS SENIOR LIVING
JMS SENIOR LIVING 401(K)
JEFFERSON CITY, MO
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
ALERUS RETIREMENT — Form 5500 Service Provider Profile | Form 5500 Search