Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $10,892 |
WIDMER ROEL PC2 years Filed as: WIDMER ROEL, CPA'S Service code 10 · EIN 45-0334950 | Accounting | $9,205 |
6 funds hold $247K of the plan's $3.0M. From the 2024 filing. Recordkeeper: Alerus Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Money Market Mutual Fund Manager not matched · Money market | $113K | 45.9% |
| Wisdomtree Floating Rate Manager not matched · Mutual fund | $47K | 18.8% |
| Public company common stock Manager not matched · Other | $33K | 13.5% |
| Alps Alerian MLP Manager not matched · Mutual fund | $29K | 11.6% |
| iShares TIPS Bond ETF BlackRock · ETF | $20K | 8.1% |
| iShares 20 Pls Year BlackRock · ETF | $5K | 2.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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.