AUMdb

Lakewinds Natural Foods 401(k)/Profit Sharing Plan And Trust

Sponsored by Lakewinds Natural Foods · EIN 411443915 · Plan #001

Total assets
$7.7M
Net assets
$7.6M
Active participants
298
With balances
212

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alerus Financial, N.A. Recordkeeping, Trustee (institutional), Trustee (directed) $36,378