AUMdb

Nelson Holding Company 401(k) Plan

Sponsored by Sky Logistics & Distributions, Inc. · EIN 450453011 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
214
With balances
111

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, Custodial (securities), Trustee (discretionary) $21,015