AUMdb

Altru Health System Cash Balance Plan

Sponsored by Altru Health System · EIN 450310462 · Plan #001

Total assets
$83.6M
Net assets
$83.6M
Active participants
1,148
With balances
0

Plan year beginning 01/01/2024

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
Mercer Actuarial $347,641
Legal & General Investment Manageme Investment management fees (direct) $318,223
Alerus Financial Trustee (institutional) $59,985
Us Bancorp Asset Mgmt Inc Custodial (securities) $16,518
Goldman Sachs & Co. Llc Custodial (securities) $13,462