AUMdb

Burris Company 401(k) Plan

Sponsored by Burris Company, Incorporated · EIN 133239648 · Plan #001

Total assets
$12.1M
Net assets
$11.7M
Active participants
82
With balances
117

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) $52,895