Anders Minkler Huber & Helm Llp 401(k) Savings Plan
Sponsored by Anders Minkler Huber & Helm Llp · EIN 430831507 · Plan #001
- Total assets
- $54.5M
- Net assets
- $54.5M
- Active participants
- 399
- With balances
- 458
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Charles Schwab Investment Management, Inc CRD 106753 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Custodial (securities), Direct payment from the plan | $9,133 |
| Charles Schwab Trust Bank | Custodial (securities), Investment management, Investment management fees (indirect) | $0 |
| Charles Schwab Investment Mgmt Inc | Custodial (securities), Investment management, Investment management fees (indirect) | $0 |