D. L. George & Sons 401(k) Plan
Sponsored by D. L. George & Sons Construction Company · EIN 251373199 · Plan #002
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 245
- With balances
- 257
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 | Recordkeeping, Custodial (securities), Trustee (directed) | $25,618 |
| Cbiz Retirement Plan Services | Investment management fees (direct) | $16,107 |