Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
EHLERS AND ASSOCIATES, INC.
EIN 41-0837545investment bankingLatest filing 2025
Plans
3
Retirement
2
$53.8M assets
Welfare
1
Participants
277
3060 CENTRE POINTE DR - ROSEVILLE, MN 551131122651-697-8500LinkedIn51-200 employeesinvestment banking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $53.8M assets / 191 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EHLERS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$31.7M
Participants88
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
EHLERS AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$22.1M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
EHLERS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EHLERS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $31.7M | 88 | 2025 | |
| 001 | EHLERS AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $22.1M | 103 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | EHLERS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans