How big is Zumbro House's plan?

Zumbro House's plan reported $154K in assets and 37 participants for 2022.

Original filing (PDF)20230713152428NAL0046922162001

Zumbro House

Name: Zumbro House — Zumbro House 401(k) Plan, Form 5500 (2022)
Creator: Zumbro House
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zumbro House 401(k) Plan

401(k) retirement plan · Zumbro House's Zumbro House 401(k) Plan held $154K in plan assets for 37 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

People on this filing

KIM Wesolowski signed Zumbro House's 2022 Form 5500 as plan administrator.

KIM Wesolowski — 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

Zumbro House's EIN is 41-1995614.

EIN 41-1995614

Plan number 001

Plan year 2022

ACK ID 20230713152428NAL0046922162001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Zumbro House from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Zumbro House'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 ZUMBRO HOUSE.

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ZUMBRO HOUSE

EIN

all filings

Address

525 COMMONS DRIVE · WOODBURY, MN · 55125

Phone

(651) 264-1000

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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