Maslon Retirement And Savings Plan
Sponsored by Maslon, Llp · EIN 410648239 · Plan #001
- Total assets
- $72.3M
- Net assets
- $72.3M
- Active participants
- 90
- With balances
- 134
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Altere Financial, Llc CRD 332723 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $33,672 |
| Alerus Financial | Investment management, Direct payment from the plan | $25,705 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,975 |