Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ALERUS FINANCIAL
EIN 45-0375407InformationLatest filing 2025
Plans
2
Retirement
2
$256.9M assets
Welfare
0
Participants
2,459
P.O. BOX 6001 - GRAND FORKS, ND 582066001701-795-3200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $256.9M assets / 2,459 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#003
ALERUS FINANCIAL CORPORATION SAFE HARBOR 401K PLAN
401k
Assets$228.3M
Participants1,241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALERUS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERS
ESOP
Assets$28.5M
Participants1,218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ALERUS FINANCIAL CORPORATION SAFE HARBOR 401K PLAN | 401k | $228.3M | 1,241 | 2025 | |
| 001 | ALERUS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERS | ESOP | $28.5M | 1,218 | 2025 |
Retirement plans
Welfare plans