AUMdb

Nicolet National Bank 401(k) Plan

Sponsored by Nicolet National Bank · EIN 391990426 · Plan #001

Total assets
$124M
Net assets
$124M
Active participants
991
With balances
1,158

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) $110,331
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $21,434