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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $13,996 |
13 funds of $250K or more; 18 lines in all, holding $17.4M of the plan's $17.4M. From the 2025 filing. Recordkeeper: Alerus Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 19.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $3.3M | 19.2% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $2.7M | 15.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 7.8% |
| Vanguard Index Trust Mid-Cap Index Fund Admiral Vanguard · Collective trust Index | $1.2M | 6.8% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 6.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $984K | 5.7% |
| Investments: Wells Fargo Bank Declaration Trust Stable Value C Allspring · Insurance contract | $865K | 5.0% |
| Vanguard Total Bond Index Admiral Fund 584 Vanguard · Mutual fund Index | $691K | 4.0% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $665K | 3.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.