How big is Zephyr Engineering Inc.'s plan?

Zephyr Engineering Inc.'s plan reported $339K in assets and 14 participants for 2024.

Original filing (PDF)20250514155626NAL0019229681001

Zephyr Engineering Inc.

Name: Zephyr Engineering Inc. — Zephyr Engineering 401(k), Form 5500 (2024)
Creator: Zephyr Engineering Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zephyr Engineering 401(k) Plan

401(k) retirement plan · Zephyr Engineering Inc.'s Zephyr Engineering 401(k) Plan held $339K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$339K

Net assets (EOY)

$339K

People on this filing

Heather BOSE signed Zephyr Engineering Inc.'s 2024 Form 5500 as plan administrator.

Heather BOSE — 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 Engineering Inc.'s EIN is 93-1132187.

EIN 93-1132187

Plan number 001

Plan year 2024

ACK ID 20250514155626NAL0019229681001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Zephyr Engineering Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 ENGINEERING 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ZEPHYR ENGINEERING INC.

EIN

all filings

Address

1337 MADISON STREET NE · #125 · SALEM, OR · 97301

Phone

(503) 763-3515

Industry

Manufacturing

Plan administrator