Plan Ledger DOL Form 5500 · updated monthly

Zymo Research Corporation401(k)

ZYMO RESEARCH 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Zymo Research Corporation reported $1,466 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,797 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 2 years on file its reported administrative ratio fell from 0.09% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,113th of 9,483), and 7,583rd of 11,654 in professional & technical services. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has grown from 126 to 172 since 2022.

Plan summary
Net assets, end of year$11,367,069
Participants with balances207
Active participants172
Employer contributions$653,019
Employee contributions$1,184,382
Employer contribution per active participant$3,797
Average account balance$54,913
Benefits paid to participants$293,780
Plan auditUnmodified (clean) audit opinion
AuditorTALLEY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 207 accts · $653K emplr
2023$8.5M · 202 accts · $617K emplr
2022$5.6M · 149 accts · $496K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,466
Total administrative$1,466
The Zymo Research Corporation 401(k) match · 2024
Employer contribution per active participant$3,797
Median for plans this size$1,313
2024$3,797 per active participant
2023$3,719 per active participant
2022$3,938 per active participant

Zymo Research Corporation's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$1,466 · 0.01%
2023$1,616 · 0.02%
2022$4,833 · 0.09%
Similar plansProfessional & Technical Services · California
Heliogen, Inc. CA$11.4M · 0.22%
Shape Security, Inc. CA$11.4M · 0.55%
Seer, Inc. CA$11.4M · 0.35%
Babcock Laboratories, Inc. CA$11.4M · 0.04%
Verify, Inc. CA$11.3M · 0.34%
Very Good Security, Inc. CA$11.3M · 0.46%
Flyr Inc CA$11.2M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043634964 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.