Department of Labor filing

1089 INVESTMENT RESEARCH INC.

1089 INVESTMENT RESEARCH INC. 401(K) PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Mar 16, 2026Verified current terms Not available

Plan summary

What matters most

This plan has a documented employer contribution and vesting that still needs verification. Reported employer contributions also rank above most comparable plans.

82Excellent plan health
medium confidence
See what drives the plan health score
Employer contributions versus peers92/10030% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchSee verified formula

ed in the appropriate investment funds in accordance with the participants’ directions and the Plan’s provisions.

02 · What it could be worthSee formula

The official filing does not support a reliable dollar example.

05 · Investment choicesOfficial filing detail

subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

07 · Automatic enrollmentAvailable

nt reduction in either taxable or after-tax compensation (in the form of pretax, Roth or after-tax contributions).

08 · Roth 401(k)Available

therwise are automatically enrolled in the Plan with a taxable compensation deferral rate of 6 % on a pre-tax basis. Participants are permitted to designate their contributions as Roth contributions subject to current taxation as wages but which, together with earnings, would be nontaxable when distributed from the Plan, and participants may elect to have certain vested assets held on an after-tax and pre-tax basis converted to be considered designated Roth contributions. Contributions withheld are invested in accordance with the participants’ directions. Participants are also allowed to make rollover contributions of amounts received from other eligible tax-qualified retirement plans (including rollover contributions of Roth contributions). Such contributions are deposited in the appropri

09 · Employer contribution vs. peers$11,961

Up 0.0% over the filing history shown.

What still needs verification

vesting, employee fees, eligibility. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 2025There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions92nd percentileTypical peer $2,475 · based on 85,770 comparable plans
Lower reported administrative expenseNot enough dataTypical peer $102 · based on 77,997 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. Limitations: administrative_cost_measure_unavailable_or_zero

The short version

What employees should know

For the year ended Dec 31, 2025, 1089 INVESTMENT RESEARCH INC. reported $35,882 in employer contributions across this plan, or $11,961 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating3

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeNot enough history

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparisonSmall plan

A fair peer score is not available yet.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$35,882
$11,961 per active participant
Participant contributions
$66,750
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
35.0%
Active participants
3
Small plan
Total participants
3
0 at the beginning of the year
Ending assets
$102,638
$34,213 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$0
Ending net assets
$102,638
Beginning liabilities
$0
Ending liabilities
$0
Total income
$102,638
Total expenses
$0
Administrative expenses
$0
$0 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$11,961
Administrative cost per participant
2025
$0
Active participants
2025
3
Total plan assets
2025
$102,638
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$11,9613102.6K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
992041052-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2025
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2J2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025LAM RESEARCH CORP — 11-K filed 2026-06-25
Official filing · details not yet checked
What it says about employer contributions

ed in the appropriate investment funds in accordance with the participants’ directions and the Plan’s provisions. 7 Table of Contents Employer contributions - The Company may make matching contributions as defined in the Plan. In 2025, the Company matched 50 % of each eligible participant’s salary deferral contribution (excluding catch-up contributions and after-tax contributions) up to a maximum of the first 6 % of the participant’s eligible compensation, on a per-payroll-period basis. If a participant who was an active employee on the last day of the plan year did not receive the full 50 % Company match, the Company provided a year end “true up” contribution to provide such participants with the 50 % that they would have received had the timing of their contributions not limited the Comp

What it says about vesting

utions. No additional discretionary matching contributions or discretionary profit sharing contributions were made for the year ended December 31, 2025. Vesting - Participants are immediately vested in their entire account, including employer matching, additional discretionary matching, and discretionary profit sharing contributions (if any). Participant accounts - Each participant’s account is credited with the participant’s contributions, Plan earnings or losses in funds selected by the participant, and an allocation of the Company’s contribution, if any. Allocation of the Company’s contribution is based on participant contributions and / or compensation, as defined in the Plan. In the event that the participant fails to make an investment election, participant contributions and Company

What it says about automatic enrollment

nt reduction in either taxable or after-tax compensation (in the form of pretax, Roth or after-tax contributions). New hires that do not make an affirmative election otherwise are automatically enrolled in the Plan with a taxable compensation deferral rate of 6 % on a pre-tax basis. Participants are permitted to designate their contributions as Roth contributions subject to current taxation as wages but which, together with earnings, would be nontaxable when distributed from the Plan, and participants may elect to have certain vested assets held on an after-tax and pre-tax basis converted to be considered designated Roth contributions. Contributions withheld are invested in accordance with the participants’ directions. Participants are also allowed to make rollover contributions of amounts

What it says about fees

07,716 Employer’s 37,847,922 Rollovers 16,604,696 186,560,334 Total additions 1,022,404,439 Deductions from net assets attributed to: Withdrawals and distributions ( 262,519,081 ) Administrative expenses ( 751,057 ) Total deductions ( 263,270,138 ) Net increase in net assets 759,134,301 Net assets available for benefits: Beginning of year 2,830,979,711 End of year $ 3,590,114,012 See notes to financial statements 5 Table of Contents SAVINGS PLUS PLAN, LAM RESEARCH 401(k) NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2025 and 2024 NOTE 1 - THE PLAN AND ITS SIGNIFICANT ACCOUNTING POLICIES General - The following description of the Savings Plus Plan, Lam Research 401(k) (the “Plan”) provides only general information about the Plan in the form existing on December 31, 2025. Readers should refer t

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260316081254NAL0001015473001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗