Plan Ledger DOL Form 5500 · updated monthly

Denver Zoological Foundation403(b)

TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Denver Zoological Foundation reported $65,125 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,588 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 2 years on file its reported administrative ratio fell from 0.32% to 0.22%. 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 357th-largest of 1,461 plans among Colorado employers on file, and the 300th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.17 for every $1.00 the employer contributed; active participation has shrunk from 554 to 473 since 2022.

Plan summary
Net assets, end of year$31,969,440
Participants with balances665
Active participants473
Employer contributions$1,224,315
Employee contributions$1,429,617
Employer contribution per active participant$2,588
Average account balance$48,074
Benefits paid to participants$2,866,397
Plan auditUnmodified (clean) audit opinion
AuditorKUNDINGER, CORDER & MONTOYA, P.
Plan history3
Yearassets · accounts · employer contribution
2024$32.0M · 665 accts · $1.2M emplr
2023$27.7M · 1,274 accts · $1.1M emplr
2022$21.7M · 1,049 accts · $829K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,256
Investment management$869
Total administrative$65,125
Employer contributions to the Denver Zoological Foundation plan · 2024
Employer contribution per active participant$2,588
Median for plans this size$2,416
2024$2,588 per active participant
2023$1,776 per active participant
2022$1,496 per active participant

Denver Zoological Foundation's 2024 employer contribution ran above 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
EMPOWER ADVISORY GROUP, LLC · Investment management$869

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$65,125 · 0.22%
2023$71,491 · 0.29%
2022$77,198 · 0.32%
Same employer
Similar plansArts, Entertainment & Recreation · Colorado
Denver Broncos Team, LLC CO$50.4M · 0.12%
Century Casino, Inc. CO$49.6M · 0.59%
Jacobs Entertainment, Inc. CO$37.9M · 0.36%
Denver Art Museum CO$22.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840502539 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.