Filings through .
Filed March 27, 2003
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.11+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $12,208 |
17 funds of $250K or more; 23 lines in all, holding $19.3M of the plan's $20.0M. From the 2025 filing. Recordkeeper: Alerus Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Balanced Fund 11 CLS A Capital Group · Mutual fund Possible retail class A | $3.0M | 15.3% |
| Capital Income Builder Class A Capital Group · Mutual fund Possible retail class A | $2.2M | 11.5% |
| AFS Fundamental Investors 10 Capital Group · Mutual fund | $2.0M | 10.3% |
| Income Fund of America Class A Fund 5 Capital Group · Mutual fund Possible retail class A | $1.8M | 9.5% |
| New Perspective Class A Fund 7 Capital Group · Mutual fund Possible retail class A | $1.3M | 6.8% |
| Growth Fund of America CL A ( 05) Capital Group · Mutual fund Possible retail class A | $1.2M | 6.4% |
| AFS Washington Mutual Investors Fund 1 Cls A Capital Group · Mutual fund Possible retail class A | $1.2M | 6.3% |
| American AFS Bond FD of America CL A 8 Capital Group · Mutual fund Possible retail class A | $1.2M | 6.2% |
| Amcap Fund Class A Capital Group · Mutual fund Possible retail class A | $1.2M | 6.2% |
| American New World Fund Class A 36 Capital Group · Mutual fund Possible retail class A | $870K | 4.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.