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Sponsor portfolio

ASPEN GROVE PROPERTIES

EIN 46-1950822-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
112
504 IRON DRIVE - CHISHOLM, MN 55719218-254-2750
Plans on this EIN
2 filings
#002CashBalance-$3.1M - 45 part#001401k-$1.3M - 67 part

Retirement portfolio analytics

2 plans aggregated / $4.4M assets / 112 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PLAN (#002)71%
  • PROFIT SHARING PLAN (#001)29%
Total $4.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)67
  • CASH BALANCE PLAN (#002)45
Total 112Click 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

ASPEN GROVE CASH BALANCE PLAN

CashBalance

Assets$3.1M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ASPEN GROVE 401(K) PROFIT SHARING PLAN

401k

Assets$1.3M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ASPEN GROVE CASH BALANCE PLANCashBalance$3.1M452025
001ASPEN GROVE 401(K) PROFIT SHARING PLAN401k$1.3M672025
Retirement plans
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