Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
<1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$282K in admin expenses, $3282 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds hold $1.1M of the plan's $1.1M. Recordkeeper: Alerus Financial.
Target-date series: American Funds Target Date, mutual fund, 95% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $1.0M | 95.2% |
| Small CAP Value Fund R6 Class American Century · Mutual fund | $12K | 1.2% |
| Alerus Money Market Manager not matched · Money market | $12K | 1.1% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $11K | 1.1% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $8K | 0.8% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $3K | 0.3% |
| Blackrock MSCI ACWI Ex-U.S. Index Fund R BlackRock · Collective trust Index | $3K | 0.3% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund Index | $1K | <0.1% |
| Pioneer Bond Fund: Class Y Victory Capital · Mutual fund | $173 | <0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
1 contact
6 filings · 2020 to 2025