Assets by plan
Share of aggregate retirement assets
Filings through .
CHF Industries Inc
EIN 01-0671659ManufacturingLatest filing 2025
Plans
4
Retirement
3
$33.6M assets
Health & Benefits
1
$1.3M premiums
Participants
862
9741-A SOUTHERN PINE BOULEVARD - CHARLOTTE, NC 28273704-522-5116
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $33.6M assets / 488 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$28.9M
- PNC BANK, N.A.$4.7M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 96 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Other$112K
- Vision$93K
- Life$93K
- Short-term disability$93K
- Long-term disability$93K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
CHF INDUSTRIES, INC. RETIREMENT SAVINGS PLAN
401(k)
Assets$25.1M
Participants148
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TRACE INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN FOR SALARIED EMPLOYEES
Traditional DB
Assets$4.7M
Participants113
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ABERDEEN MANUFACTURING FALL RIVER, MA PLANT PENSION PLAN FOR BARGAINED EMPLOYEES
Traditional DB
Assets$3.8M
Participants227
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
CHF INDUSTRIES, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.3M
Covered lives96
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | CHF INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | 401(k) | $25.1M | 148 | 2025 |
| #002 | TRACE INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN FOR SALARIED EMPLOYEES | Traditional DB | $4.7M | 113 | 2025 |
| #001 | ABERDEEN MANUFACTURING FALL RIVER, MA PLANT PENSION PLAN FOR BARGAINED EMPLOYEES | Traditional DB | $3.8M | 227 | 2025 |
- #003 · 401(k) · 2025148
- #002 · Traditional DB · 2025113
- #001 · Traditional DB · 2025227
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | CHF INDUSTRIES, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.3M | 96 | 2025 |
- #503 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 202596
Retirement plans
Health & Benefits plans