How big is Zephyr Institute Inc.'s plan?

Zephyr Institute Inc.'s plan reported $132K in assets and 3 participants for 2024.

Original filing (PDF)20250518105824NAL0000159761001

Zephyr Institute Inc.

Name: Zephyr Institute Inc. — Zephyr Institute 403(b) Plan, Form 5500 (2024)
Creator: Zephyr Institute Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zephyr Institute 403(b) Plan

401(k) retirement plan · Zephyr Institute Inc.'s Zephyr Institute 403(b) Plan held $132K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

People on this filing

Daniela Marie Asuncion signed Zephyr Institute Inc.'s 2024 Form 5500 as plan administrator.

Daniela Marie Asuncion — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Zephyr Institute Inc.'s EIN is 47-1979289.

EIN 47-1979289

Plan number 001

Plan year 2024

ACK ID 20250518105824NAL0000159761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zephyr Institute Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zephyr Institute Inc.'s plan includes a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZEPHYR INSTITUTE INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score