Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA TRUST COMPANY, N.A. Service code 19 · EIN 03-0388793 400 ROBERT ST N · ST. PAUL, MN 55101 | Securities Custodian | $103,289 |
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS INVESTMENT ADVISORS Service code 27 · EIN 42-1378382 | Advisory (Plan) | $18,750 |
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 8000 NORMAN CENTER DRIVE · BLOOMINGTON, MN 55437 | Actuarial | $14,234 |
HARRINGTON LANGER & ASSOCIATES10+ years Service code 10 · EIN 41-1532347 | Accounting | $7,975 |
BEST & FLANAGAN LLP1 year Service code 17 · EIN 41-0150277 60 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Pension Consulting | $5,802 |
12 funds hold $124M of the plan's $129M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $18.0M | 14.6% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $14.7M | 11.9% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $14.1M | 11.4% |
| Fidelity Advisor Equity Growth Fund Fidelity (FMR) · Mutual fund | $13.5M | 10.9% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $12.2M | 9.9% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $10.9M | 8.8% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $8.2M | 6.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.5M | 6.1% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $6.9M | 5.6% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $6.7M | 5.4% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.