Plan Ledger DOL Form 5500 · updated monthly

Cheyenne Mountain Zoological Society403(b)

CHEYENNE MOUNTAIN ZOOLOGICAL SOCIETY 403(B) PLAN · COLORADO SPRINGS, CO · plan year 2022

Reported admin expense ratio · 2022
0.53%

Cheyenne Mountain Zoological Society reported $14,552 in plan administrative expenses for 2022: 0.53% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Colorado (1,222nd of 1,461), and 1,103rd of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$2,631,029
Participants with balances70
Active participants137
Employer contributions—
Employee contributions$452,522
Employer contribution per active participant—
Average account balance$37,586
Benefits paid to participants$131,202
Plan auditUnmodified (clean) audit opinion
AuditorKUNDINGER, CORDER & MONTOYA, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,331
Investment management$13,221
Total administrative$14,552
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$14,552 · 0.53%
Similar plansArts, Entertainment & Recreation · Colorado
The Club at Rolling Hills CO$3.6M · 0.37%
Roaring Fork Club, LLC CO$3.5M · 0.91%
Team Summit Colorado CO$476K · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840407039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.