AUMdb

Cole Papers, Inc. 401(k) Plan

Sponsored by Cole Papers, Inc. · EIN 450129830 · Plan #003

Total assets
$11.4M
Net assets
$11.4M
Active participants
215
With balances
120

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) $32,398