Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UND ALUMNI ASSOCIATION AND FOUNDATION
EIN 34-0348296Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$13.7M assets
Welfare
0
Participants
132
P.O. BOX 8157 - GRAND FORKS, ND 58202701-777-3872
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.7M assets / 132 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UND ALUMNI ASSOCIATION AND FOUNDATION RETIREMENT PLAN
403b
Assets$12.8M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALUMNI ASSOCIATION OF THE UNIVERSITY OF NORTH DAKOTA DEFINED CONTRIBUTION PLAN
MoneyPurchase
Assets$849K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UND ALUMNI ASSOCIATION AND FOUNDATION RETIREMENT PLAN | 403b | $12.8M | 112 | 2024 | |
| 001 | ALUMNI ASSOCIATION OF THE UNIVERSITY OF NORTH DAKOTA DEFINED CONTRIBUTION PLAN | MoneyPurchase | $849K | 20 | 2024 |
Retirement plans