Plan Ledger DOL Form 5500 · updated monthly

Conservation Society of California dba Oakland Zoo403(b)

OAKLAND ZOO 403(B) PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Conservation Society of California dba Oakland Zoo reported $14,181 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $566 per active participant. 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.

Across the 3 years on file its reported administrative ratio fell from 0.14% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (4,983rd of 9,483), and the 1,482nd of 3,341 in other services. In 2024, employees put in $2.87 for every $1.00 the employer contributed; active participation has grown from 304 to 357 since 2021.

Plan summary
Net assets, end of year$11,950,866
Participants with balances232
Active participants357
Employer contributions$202,194
Employee contributions$579,383
Employer contribution per active participant$566
Average account balance$51,512
Benefits paid to participants$102,584
Plan auditUnmodified (clean) audit opinion
AuditorGILBERT CPAS
Plan history4
Yearassets · accounts · employer contribution
2024$12.0M · 232 accts · $202K emplr
2023$10.0M · 215 accts · $199K emplr
2022$8.4M · 202 accts · $189K emplr
2021$7.6M · 197 accts · $167K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,181
Total administrative$14,181
Employer contributions to the Conservation Society of California dba Oakland Zoo plan · 2024
Employer contribution per active participant$566
Median for plans this size$2,416
2024$566 per active participant
2023$689 per active participant
2022$555 per active participant
2021$549 per active participant

Conservation Society of California dba Oakland Zoo's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2024$14,181 · 0.13%
2023$12,271 · 0.13%
2022$11,738 · 0.15%
2021$10,679 · 0.14%
Same employer
Similar plansOther Services · California
Civicactions, Inc. CA$12.3M · 0.06%
Abilitypath CA$12.1M · 0.08%
Progress Foundation CA$11.9M · 0.25%
Wineshipping.com, LLC CA$11.4M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941687847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.