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  2. NANCY L. ZEIS, D.D.S., PLLC
Sponsor portfolio

NANCY L. ZEIS, D.D.S., PLLC

EIN 47-2360463-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$501K assets
Welfare
0
Participants
19
5260 W 74TH ST. - EDINA, MN 554392223952-835-5082
Plans on this EIN
2 filings
#001401k-$270K - 14 part#002CashBalance-$231K - 5 part

Retirement portfolio analytics

2 plans aggregated / $501K assets / 19 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • D.D.S., PLLC 401(K) (#001)54%
  • CASH BALANCE PLAN (#002)46%
Total $501KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • D.D.S., PLLC 401(K) (#001)14
  • CASH BALANCE PLAN (#002)5
Total 19Click 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#001

NANCY L. ZEIS, D.D.S., PLLC 401(K) PLAN

401k

Assets$270K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NANCY L. ZEIS, D.D.S., PLLC CASH BALANCE PLAN

CashBalance

Assets$231K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NANCY L. ZEIS, D.D.S., PLLC 401(K) PLAN401k$270K142025
002NANCY L. ZEIS, D.D.S., PLLC CASH BALANCE PLANCashBalance$231K52025
Retirement plans
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