How big is Winter Capriola Zenner LLC's plan?

Winter Capriola Zenner LLC's plan reported $10.8M in assets and 37 participants for 2025.

Original filing (PDF)20260519141613NAL0001788050001

Winter Capriola Zenner LLC

Name: Winter Capriola Zenner LLC — Winter Capriola Zenner, Form 5500 (2025)
Creator: Winter Capriola Zenner LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winter Capriola Zenner 401(k) Plan

401(k) retirement plan · Winter Capriola Zenner LLC's Winter Capriola Zenner 401(k) Plan held $10.8M in plan assets for 37 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

People on this filing

Joseph Grodzicki signed Winter Capriola Zenner LLC's 2025 Form 5500 as plan administrator.

Joseph Grodzicki — 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

Winter Capriola Zenner LLC's EIN is 27-4209658.

EIN 27-4209658

Plan number 001

Plan year 2025

ACK ID 20260519141613NAL0001788050001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Winter Capriola Zenner LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Winter Capriola Zenner LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off