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  2. Ehlers and Associates, Inc.
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Filings through Oct 24, 2026.

Ehlers and Associates, Inc.

EIN 41-0837545-investment banking-Latest filing 2025
Plans
3
Retirement
2
$53.8M assets
Health & Benefits
1
Participants
277
3060 CENTRE POINTE DR - ROSEVILLE, MN 551131122651-697-8500LinkedIn51-200 employeesinvestment banking
Plans on this EIN
3 filings
#002ESOP-$31.7M - 88 part#001401(k)-$22.1M - 103 part#002Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $53.8M assets / 191 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#002)$31.7M
  • PLAN AND TRUST (#001)$22.1M
Total $53.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)103
  • PLAN AND TRUST (#002)88
Total 191Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

EHLERS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$31.7M
Participants88
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

EHLERS AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$22.1M
Participants103
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#002

EHLERS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002EHLERS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$31.7M882025
#001EHLERS AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST401(k)$22.1M1032025
  • EHLERS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST$31.7M
    #002 · ESOP · 202588
  • EHLERS AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST$22.1M
    #001 · 401(k) · 2025103

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#002EHLERS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTSelf-funded-$002024
  • EHLERS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST$0
    #002 · Self-funded · 20240
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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