Original filing (PDF)20251008154107NAL0003401267001

ZUMBROTA FORD SALES LLC

Name: ZUMBROTA FORD SALES LLC — ZUMBROTA FORD EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: ZUMBROTA FORD SALES LLC

Form 5500-SF

FILING_RECEIVED

ZUMBROTA FORD EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZUMBROTA FORD SALES LLC.

Plan sponsor

Name

ZUMBROTA FORD SALES LLC

EIN

26-1786755

Address

448 SOUTH MAIN STREET · P.O. BOX 128 · ZUMBROTA, MN · 55992

Phone

(507) 732-7999

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

HUGHES AUTO SALES, INC.

HUGHES AUTO SALES, INC. 401(K) PLAN

$3.4M · 64 participants

CAPPER FORD MERCURY, INC.

CAPPER FORD MERCURY, INC. 401(K) SAVINGS AND RETIREMENT PLAN

$3.4M · 62 participants

JENKINS FORD, INC

JENKINS FORD, INC 401(K) PLAN

$3.4M · 83 participants

SUPERIOR MOTORS, INC.

SUPERIOR MOTORS, INC. 401(K) PLAN

$3.5M · 32 participants

JACKY W. JONES FORD, INC.

JACKY JONES RETIREMENT PLAN

$3.5M · 245 participants