Plan Snapshot
- Plan Sponsor: Zymo Research Corporation
- Sponsor EIN: 043634964
- Sponsor Address: 17062 MURPHY AVENUE, IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 172 | $11.4M | $653,019 | $1.2M |
| 2023 | 166 | $8.5M | $617,315 | $1.1M |
| 2022 | 126 | $5.6M | $496,170 | $924,402 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TALLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TALLEY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,466 | — | $1,466 | — | — |
| 2023 | $1,616 | — | $1,616 | — | — |
| 2022 | $4,833 | — | $4,833 | — | — |