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

Plan Contact

  • Address: 227 WEST LAKE STREET,CHISHOLM,MN
  • Contact person: SUSAN KILDAHL
  • Phone: (218) 254-5757

Plan General Information

NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST is $1,743,764.00.This plan was established in 1991.

NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST is 171

NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2022, the average participant retirement account value for NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST is $10,197.00

NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST is $702.00.

NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST is approximately $599.00
Investing in this additonal $599.00 for 20 years would give you extra $38,381.00, assuming a 10% annual return.

NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate

In 2022, NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST allocates $102,550.00 to match its employees' contributions, providing an employer match rate of 82.94% of their contributions

NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST is -8.09%.

NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST is -14.68%. This measures the effectiveness of the plan participants' investments in the year.

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

In 2022, the investment and administrative expense ratio of NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST is 0.91%.

Enrollment Features

NORTHERN HABILITATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …