AUMdb

Bold Orange 401(k) Plan

Sponsored by Bold Orange Company, Llc · EIN 823686434 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
125
With balances
146

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 (directed), Sub-transfer agency fees $27,765