How big is Health System Advisors, LLC's plan?

Health System Advisors, LLC's plan reported $3.0M in assets and 6 participants for 2024.

Original filing (PDF)20250519100257NAL0000504289001

Health System Advisors, LLC

Name: Health System Advisors, LLC — Health System, Form 5500 (2024)
Creator: Health System Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Health System Advisors, LLC 401(k) Plan

401(k) retirement plan · Health System Advisors, LLC's Health System Advisors, LLC 401(k) Plan held $3.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Kathryn Lovrien signed Health System Advisors, LLC's 2024 Form 5500 as plan administrator.

Kathryn Lovrien — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Health System Advisors, LLC's EIN is 45-4230382.

EIN 45-4230382

Plan number 001

Plan year 2024

ACK ID 20250519100257NAL0000504289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Health System Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Health System Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEALTH SYSTEM ADVISORS, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

HEALTH SYSTEM ADVISORS, LLC

EIN

all filings

Address

400 S 4TH STREET · SUITE 401 · MINNEAPOLIS, MN · 55415

Phone

(877) 773-3639

Industry

Professional & Technical Services

Plan administrator