Alerus Financial Conservative Growth Fund — Form 5500 plan (Alerus Financial)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Alerus Financial Conservative Growth Fund is a benefit plan reported by Alerus Financial under EIN 45-0417057 and plan number 007. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alerus Financial
- EIN
- 45-0417057
- Plan number
- 007
- Plan type
- 4
- Location
- Grand Forks, ND
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $3,522,588
Income & contributions
- Total income / additions
- -$536,721
Expenses & distributions
- Administrative expenses
- $11,735
- Total expenses
- $11,735
- Net increase / (decrease)
- -$548,456
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.