Retirement plan

ZUREX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Name: ZUREX CORPORATION - ZUREX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN (2024) Form 5500
Creator: ZUREX CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZUREX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN, ZUREX CORPORATION

ZUREX CORPORATIONEIN 25-1447813Plan #003PY 2024

100 PRESSLER AVENUE - COCHRANTON, PA 16314814-425-8048

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.7M

-0.5% from 2023

Total participants

0.0% from 2023

Average account balance

$249,565

-6.9% from 2023

Annual return

11.09%

-61.79 pp from 2023

Benchmarks

See 20,092 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,092 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.74M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$250K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$409K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.09%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$43222

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2P2Q3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$55829 / participant

Other / not subdivided$1M100.0%

% of EOY assets

17.319%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$249,565

$211,239+18.1%

$178,528+39.8%

$145,877+71.1%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

11.09%

30.22%-19.1pp

27.11%-16.0pp

551.28%-540.2pp

Employer contribution / active EE

$17,056

$4,570+273.2%

$3,950+331.7%

$4,663+265.8%

Participant deferral / active EE

$6,963-100.0%

$6,278-100.0%

$6,691-100.0%

Admin fee / account holder

$43,222

$12,095+257.4%

$10,419+314.8%

$13,402+222.5%

ZUREX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZUREX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion