Retirement plan

ZIRCONIUM RESEARCH CORP 401(K) PROFIT SHARING PLAN

Name: ZIRCONIUM RESEARCH CORP - ZIRCONIUM RESEARCH CORP 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ZIRCONIUM RESEARCH CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZIRCONIUM RESEARCH CORP 401(K) PROFIT SHARING PLAN, ZIRCONIUM RESEARCH CORP

ZIRCONIUM RESEARCH CORPEIN 91-1754234Plan #001PY 2025

PO BOX 160 - PHILOMATH, OR 97370541-967-9005zirconiumresearch.comLinkedIn11-50 employeesmining & metals

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$584K

+33.0% from 2024

Total participants

+33.3% from 2024

Average account balance

$145,958

-0.2% from 2024

Annual return

18.74%

+9.40 pp from 2024

Benchmarks

See 17,898 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort17,898 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$584K

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+18.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$145,958

$124,425+17.3%

$112,040+30.3%

$137,256+6.3%

Participation rate

100.0%

79.3%+20.7pp

76.5%+23.5pp

80.0%+20.0pp

Annual return

18.74%

24.72%-6.0pp

24.52%-5.8pp

220.34%-201.6pp

Employer contribution / active EE

$1,673

$3,411-51.0%

$2,954-43.4%

$4,156-59.7%

Participant deferral / active EE

$19,259

$5,718+236.8%

$5,098+277.8%

$6,407+200.6%

Admin fee / account holder

$15,207-100.0%

$12,098-100.0%

$12,270-100.0%

ZIRCONIUM RESEARCH CORP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ZIRCONIUM RESEARCH CORP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion