Treetops Resort 401(k) Plan
Sponsored by Treetops Acquisition Company, Llc · EIN 020632818 · Plan #001
- Total assets
- $847K
- Net assets
- $836K
- Active participants
- 161
- With balances
- 127
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) | $19,136 |
| Chesme Capital Management | Investment advisory (participants), Investment advisory (plan) | $3,057 |