Plan Ledger DOL Form 5500 · updated monthly

Zymergen Inc.401(k)

ZYMERGEN INC. RETIREMENT TRUST · EMERYVILLE, CA · plan year 2023

Reported admin expense ratio · 2023
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Zymergen Inc. reported $22,541 in plan administrative expenses for 2023: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.05% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,465th-largest of 9,483 plans among California employers on file, and the 4,151st of 13,661 in manufacturing. active participation has shrunk from 184 to 100 since 2022.

Plan summary
Net assets, end of year$33,607,294
Participants with balances722
Active participants100
Employer contributions$0
Employee contributions$2,118,623
Employer contribution per active participant$0
Average account balance$46,547
Benefits paid to participants$8,253,006
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$33.6M · 722 accts
2022$33.4M · 883 accts · $2K emplr
Administrative expenses, itemized · 2023
Investment management$22,541
Total administrative$22,541
The Zymergen Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$2,440

Zymergen Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$56,366
ACCELERATE INVESTMENT ADVISORS LLC · Investment advisory (plan)$16,349
EMPOWER ADVISORY GROUP, LLC · Investment management$10,915

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$22,541 · 0.07%
2022$19,517 · 0.05%
Similar plansManufacturing · California
Dana Innovations, Inc. CA$33.9M · 0.15%
Careismatic Brands, Inc. CA$33.9M · 0.40%
Outset Medical, Inc. CA$33.8M · 0.25%
Inova Diagnostics, Inc. CA$33.2M · 0.25%
Picarro, Inc. CA$33.1M · 0.35%
Crystal Creamery Inc. CA$33.0M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462942439 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.