Back to filter
Original filing (PDF)20250923092315NAL0005544641001
ZIMMERMAN ENTERPRISES
Form 5500-SF
FILING_RECEIVED
ZIMMERMAN ENTERPRISES 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
10
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZIMMERMAN ENTERPRISES.
Plan sponsor
Name
ZIMMERMAN ENTERPRISES
EIN
25-1625028
Address
1301 MARKET ST. · SUNBURY, PA · 17801
Phone
(570) 286-2100
Industry
Retail Tradesee all
Plan administrator
Name
NORTHEAST RETIREMENT SERVICES, LLC
EIN
81-5140646
City
WOBURN, MA
Phone
(781) 983-5059
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
VIC KOENIG CHEVROLET, INC.
VIC KOENIG CHEVROLET, INC. EMPLOYEES' PROFIT SHARING PLAN
$1.1M · 26 participants
WALT'S LIVE OAK FORD
WALT'S LIVE OAK FORD 401(K) PLAN
$1.1M · 90 participants
JIDD MOTORS MITSUBISHI
JIDD MOTORS MITSUBISHI 401(K) PLAN
$1.1M · 74 participants
TIM SHORT MIDDLESBORO
SHORT REDMOND 401(K) RETIREMENT PLAN
$1.1M · 130 participants
MACKINAC SALES, INC.
MACKINAC SALES, INC. 401(K) PLAN
$1.1M · 8 participants
PARKWAY AUTOMOTIVE GROUP, INC
RUSTY WALLACE GMC KIA OF MORRISTOWN 401(K) PLAN
$1.1M · 53 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B