How big is Zimmer Financial Group LLC's plan?

Zimmer Financial Group LLC's plan reported $2.2M in assets and 18 participants for 2025.

Original filing (PDF)20260507090338NAL0005126002001

Zimmer Financial Group LLC

Name: Zimmer Financial Group LLC — Zimmer Financial Group, Form 5500 (2025)
Creator: Zimmer Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zimmer Financial Group 401(k) & Profit Sharing Plan

401(k) retirement plan · Zimmer Financial Group LLC's Zimmer Financial Group 401(k) & Profit Sharing Plan held $2.2M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Zimmer Financial Group LLC's EIN is 39-2004668.

EIN 39-2004668

Plan number 001

Plan year 2025

ACK ID 20260507090338NAL0005126002001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Zimmer Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Zimmer Financial Group 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 ZIMMER FINANCIAL GROUP 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