Assets by plan
Share of aggregate retirement assets
- HARBOR 401K PLAN (#003)$228.3M
Filings through .
Top hat
Alerus Financial
EIN 45-0375407Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$256.9M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
ALERUS FINANCIAL CORPORATION SAFE HARBOR 401K PLAN
401(k)
Assets$228.3M
Participants1,241
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ALERUS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERS
ESOP
Assets$28.5M
Participants1,218
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ALERUS FINANCIAL CORPORATION SAFE HARBOR 401K PLAN | 401(k) | $228.3M | 1,241 | 2025 |
| #001 | ALERUS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERS | ESOP | $28.5M | 1,218 | 2025 |
- #003 · 401(k) · 20251,241
- #001 · ESOP · 20251,218
Retirement plans
Health & Benefits plans