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Sponsor portfolio

HEALTHSOURCE CHIROPRACTIC LLC

EIN 20-4064616-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$6.0M assets
Welfare
1
Participants
75
PO BOX 770050 - LAKEWOOD, OH 441070012440-967-5458
Plans on this EIN
3 filings
#001401k-$4.3M - 53 part#002CashBalance-$1.7M - 8 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $6.0M assets / 61 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PLAN & TRUST (#001)72%
  • CASH BALANCE PENSION (#002)28%
Total $6.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)53
  • CASH BALANCE PENSION (#002)8
Total 61Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HEALTHSOURCE CHIROPRACTIC LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.3M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

HEALTHSOURCE CHIROPRACTIC, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$1.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

HEALTHSOURCE CHIROPRACTIC, INC. SOCA BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HEALTHSOURCE CHIROPRACTIC LLC 401(K) PROFIT SHARING PLAN & TRUST401k$4.3M532025
002HEALTHSOURCE CHIROPRACTIC, INC. CASH BALANCE PENSION PLANCashBalance$1.7M82024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTHSOURCE CHIROPRACTIC, INC. SOCA BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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