Filings through .
Filed January 3, 2022 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Service code 50 · EIN 45-6062081 | Direct Payment | $277,075 |
26 funds of $250K or more; 19 lines in all, holding $124M of the plan's $131M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $30.4M | 24.4% |
| Vanguard Index Admiral Vanguard · Mutual fund Index | $16.0M | 12.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $12.8M | 10.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $9.6M | 7.7% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $7.0M | 5.6% |
| MFS International Equity Fund Class I MFS (Sun Life) · Mutual fund | $6.8M | 5.5% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $5.7M | 4.6% |
| Aggressive Growth Fund Manager not matched · Mutual fund | $5.2M | 4.1% |
| Fidelity Advisor Strategic Income Fund Class I Fidelity (FMR) · Mutual fund | $5.2M | 4.1% |
| Vanguard Small Cap Index Admiral Fund 548 Vanguard · Mutual fund Index | $4.9M | 3.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.