How big is Zumbro Valley Endodontics, LLC's plan?

Zumbro Valley Endodontics, LLC's plan reported $1.8M in assets and 14 participants for 2025.

Original filing (PDF)20260504142528NAL0005029392001

Zumbro Valley Endodontics, LLC

Name: Zumbro Valley Endodontics, LLC — Zumbro Valley, Form 5500 (2025)
Creator: Zumbro Valley Endodontics, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zumbro Valley Endodontics, LLC 401(k) Plan

401(k) retirement plan · Zumbro Valley Endodontics, LLC's Zumbro Valley Endodontics, LLC 401(k) Plan held $1.8M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Crystal Stephenson signed Zumbro Valley Endodontics, LLC's 2025 Form 5500 as plan administrator.

Crystal Stephenson — 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 Valley Endodontics, LLC's EIN is 84-3789958.

EIN 84-3789958

Plan number 001

Plan year 2025

ACK ID 20260504142528NAL0005029392001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Zumbro Valley Endodontics, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Zumbro Valley Endodontics, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 VALLEY ENDODONTICS, 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

Helping the score