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Sponsor portfolio

NORTHERN HABILITATIVE SERVICES, INC. OF CHISHOLM

EIN 41-1635304-medical practice-Latest filing 2025
Plans
2
Retirement
2
$17.3M assets
Welfare
0
Participants
401
227 WEST LAKE STREET - CHISHOLM, MN 55719218-254-5757LinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#002ESOP-$14.7M - 194 part#001401k-$2.6M - 207 part

Retirement portfolio analytics

2 plans aggregated / $17.3M assets / 401 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • EMPLOYEE STOCK OWNERSHIP (#002)85%
  • PLAN AND TRUST (#001)15%
Total $17.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)207
  • EMPLOYEE STOCK OWNERSHIP (#002)194
Total 401Click 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#002

NORTHERN HABILITATIVE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$14.7M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$2.6M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NORTHERN HABILITATIVE SERVICES EMPLOYEE STOCK OWNERSHIP PLANESOP$14.7M1942024
001NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$2.6M2072025
Retirement plans
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