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Sponsor portfolio

HEALTH SOURCE OF CHANHASSEN

EIN 46-1407093-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$670K assets
Welfare
0
Participants
22
470 W. 78TH SREET, #100 - CHANHASSEN, MN 55317612-558-8302
Plans on this EIN
2 filings
#002CashBalance-$471K - 7 part#001401k-$199K - 15 part

Retirement portfolio analytics

2 plans aggregated / $670K assets / 22 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CHANHASSEN RETIREMENT PLAN (#002)70%
  • OF CHANHASSEN 401(K) (#001)30%
Total $670KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF CHANHASSEN 401(K) (#001)15
  • CHANHASSEN RETIREMENT PLAN (#002)7
Total 22Click 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

HEALTH SOURCE OF CHANHASSEN RETIREMENT PLAN

CashBalance

Assets$471K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HEALTH SOURCE OF CHANHASSEN 401(K) PLAN

401k

Assets$199K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HEALTH SOURCE OF CHANHASSEN RETIREMENT PLANCashBalance$471K72024
001HEALTH SOURCE OF CHANHASSEN 401(K) PLAN401k$199K152024
Retirement plans
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