Assets by plan
Share of aggregate retirement assets
Filings through .
Zelle LLP
EIN 94-3073879law practiceLatest filing 2025
Plans
3
Retirement
2
$102.0M assets
Health & Benefits
1
$2.3M premiums
Participants
463
500 WASHINGTON AVENUE SOUTH SUITE 4 - MINNEAPOLIS, MN 55415612-339-2020zelle.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $102.0M assets / 236 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 262 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Prescription drug$2.1M
- Life$182K
- Long-term disability$182K
- Other$182K
- Vision$16K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ZELLE LLP PROFIT SHARING/401(K) PLAN
401(k)
Assets$81.3M
Participants137
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ZELLE LLP ASSOCIATE 401(K) PLAN
401(k)
Assets$20.7M
Participants99
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
ZELLE LLP HEALTH AND WELFARE PLAN
Mixed - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS
Premiums$2.3M
Covered lives262
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ZELLE LLP PROFIT SHARING/401(K) PLAN | 401(k) | $81.3M | 137 | 2025 |
| #002 | ZELLE LLP ASSOCIATE 401(K) PLAN | 401(k) | $20.7M | 99 | 2025 |
- #001 · 401(k) · 2025137
- #002 · 401(k) · 202599
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | ZELLE LLP HEALTH AND WELFARE PLAN | Mixed | BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS | $2.3M | 262 | 2025 |
- #505 · Mixed · BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS · 2025262
Retirement plans
Health & Benefits plans