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Sponsor portfolio

ALUMNI ASSOCIATION OF THE UNIVERSITY OF NORTH DAKOTA

EIN 45-0348296-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$15.8M assets
Welfare
0
Participants
113
P.O. BOX 8157 - GRAND FORKS, ND 58202701-777-3872
Plans on this EIN
2 filings
#002403b-$15.0M - 94 part#001MoneyPurchase-$781K - 19 part

Retirement portfolio analytics

2 plans aggregated / $15.8M assets / 113 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • FOUNDATION RETIREMENT PLAN (#002)95%
  • DEFINED CONTRIBUTION PLAN (#001)5%
Total $15.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDATION RETIREMENT PLAN (#002)94
  • DEFINED CONTRIBUTION PLAN (#001)19
Total 113Click row to drill in

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$15.0M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ALUMNI ASSOCIATION OF THE UNIVERSITY OF NORTH DAKOTA DEFINED CONTRIBUTION PLAN

MoneyPurchase

Assets$781K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UND ALUMNI ASSOCIATION AND FOUNDATION RETIREMENT PLAN403b$15.0M942025
001ALUMNI ASSOCIATION OF THE UNIVERSITY OF NORTH DAKOTA DEFINED CONTRIBUTION PLANMoneyPurchase$781K192025
Retirement plans
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