AUMdb

401(k) Profit Sharing Plan For Employees Of Lake Region Corporation

Sponsored by Lake Region Corporation · EIN 450383900 · Plan #001

Total assets
$6.5M
Net assets
$6.5M
Active participants
135
With balances
149

Plan year beginning 07/01/2024 · 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 (discretionary), Participant loan processing $24,572