PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HEALTH SYSTEM ADVISORS, LLC
Sponsor portfolio

HEALTH SYSTEM ADVISORS, LLC

EIN 45-4230382-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
36
400 S 4TH STREET, SUITE 401 - MINNEAPOLIS, MN 55415877-773-3639healthsystemadvisors.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$3.0M - 26 part#002CashBalance-$1.9M - 10 part

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 36 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • ADVISORS, LLC 401(K) (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ADVISORS, LLC 401(K) (#001)26
  • CASH BALANCE PLAN (#002)10
Total 36Click 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

HEALTH SYSTEM ADVISORS, LLC 401(K) PLAN

401k

Assets$3.0M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HEALTH SYSTEM ADVISORS, LLC CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HEALTH SYSTEM ADVISORS, LLC 401(K) PLAN401k$3.0M262024
002HEALTH SYSTEM ADVISORS, LLC CASH BALANCE PLANCashBalance$1.9M102024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica