· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WILLENBRING, DAHL, WOCKEN & ZIMMERMANN, PLLC — WILLENBRING, DAHL, WOCKEN & ZIMMERMANN RET., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250617155324NAL0001005379001
WILLENBRING, DAHL, WOCKEN & ZIMMERMANN, PLLC
Form 5500-SF
FILING_RECEIVED
WILLENBRING, DAHL, WOCKEN & ZIMMERMANN RET.
401(k) retirement plan
Active participants
11
Accounts w/ balance
11
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILLENBRING, DAHL, WOCKEN & ZIMMERMANN, PLLC
.
Find decision makers
Plan sponsor
Name
WILLENBRING, DAHL, WOCKEN & ZIMMERMANN, PLLC
EIN
41-1924764
Address
318 MAIN STREET · COLD SPRING, MN · 56320
Phone
(320) 685-3678
Industry
Law Offices
· Professional & Technical Services
see 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
2025-06-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
WALKER, FEIGENBAUM, AND CANTARELLA LAW GROUP, LLC
WFC CASH BALANCE PLAN
$2.2M · 11 participants
BRADSHAW & BICKERTON PLLC
BRADSHAW & BICKERTON PLLC 401(K) PLAN
$2.2M · 6 participants
WERMUTHLAW, P.A.
WERMUTHLAW, P.A. 401(K) PROFIT SHARING PLAN
$2.2M · 2 participants
FONTENOT & OYLER, PLLC
FONTENOT & OYLER, PLLC EMPLOYEES' RETIREMENT PLAN
$2.2M · 3 participants
FORD AND BERGNER LLP
FORD + BERGNER LLP 401(K) RETIREMENT PLAN
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.2M · 25 participants
DONOVAN LLP
DONOVAN LLP 401(K) PLAN
$2.2M · 8 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
