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  2. ZUMBROTA FORD SALES LLC
Sponsor portfolio

ZUMBROTA FORD SALES LLC

EIN 26-1786755-retail-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
40
448 S MAIN STREET, P.O. BOX 128 - ZUMBROTA, MN 55992507-732-7999zumbrotafordofmn.comLinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#002CashBalance-$2.4M - 14 part#001401k-$549K - 26 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 40 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CASH BALANCE PLAN (#002)81%
  • EMPLOYEE RETIREMENT PLAN (#001)19%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE RETIREMENT PLAN (#001)26
  • CASH BALANCE PLAN (#002)14
Total 40Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ZUMBROTA FORD CASH BALANCE PLAN

CashBalance

Assets$2.4M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ZUMBROTA FORD EMPLOYEE RETIREMENT PLAN

401k

Assets$549K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ZUMBROTA FORD CASH BALANCE PLANCashBalance$2.4M142024
001ZUMBROTA FORD EMPLOYEE RETIREMENT PLAN401k$549K262025
Retirement plans
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