Plan Ledger DOL Form 5500 · updated monthly

Dallas Zoo Management, Inc.401(k)

DALLAS ZOO MANAGEMENT, INC. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Dallas Zoo Management, Inc. reported $83,574 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,464 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 has held roughly steady near 0.540%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 2,260th-largest of 5,688 plans among Texas employers on file, and the 471st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,819,196
Participants with balances396
Active participants288
Employer contributions$421,513
Employee contributions$1,167,909
Employer contribution per active participant$1,464
Average account balance$42,473
Benefits paid to participants$854,610
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 396 accts · $422K emplr
2023$14.1M · 378 accts · $381K emplr
2022$11.7M · 385 accts · $359K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,584
Investment management$33,990
Total administrative$83,574
The Dallas Zoo Management, Inc. 401(k) match · 2024
Employer contribution per active participant$1,464
Median for plans this size$2,416
2024$1,464 per active participant
2023$1,114 per active participant
2022$1,251 per active participant

Dallas Zoo Management, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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.

Service providers · 20242
VISIONPOINT ADVISORY GROUP · Investment advisory (plan)$33,990

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$83,574 · 0.54%
2023$67,429 · 0.52%
2022$67,753 · 0.54%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Houston Ballet Foundation TX$23.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270777846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.