AUMdb

V.I.P., Inc. Retirement Savings Plan & Trust

Sponsored by V.I.P, Inc. · EIN 010262924 · Plan #001

Total assets
$9.4M
Net assets
$9.3M
Active participants
753
With balances
205

Plan year beginning 09/01/2024 · 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, Custodial (securities), Trustee (institutional) $60,169
Bam Advisor Services, Llc Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $30,472