Dort Financial Credit Union Employees Deferred Compensation Plan
Sponsored by Dort Financial Credit Union · EIN 381440283 · Plan #002 · Grand Blanc, MI
- Total assets
- $38.6M
- Net assets
- $38.4M
- Active participants
- 259
- With balances
- 390
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) | $56,732 |
| Alerus Investment Advisors, Inc. | Investment advisory (participants), Investment advisory (plan) | $51,392 |