Plan Ledger DOL Form 5500 · updated monthly

East Coast Zoological Society of Florida, Inc.403(b)

EAST COAST ZOOLOGICAL SOCIETY OF FLORIDA, INC. 403(B) PLAN · MELBOURNE, FL · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

East Coast Zoological Society of Florida, Inc. reported $2,350 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $885 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 0.13% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Florida (2,891st of 3,644), and 1,071st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,984,113
Participants with balances228
Active participants244
Employer contributions$215,978
Employee contributions$248,202
Employer contribution per active participant$885
Average account balance$13,088
Benefits paid to participants$389,041
Plan auditUnmodified (clean) audit opinion
AuditorVERDEJA & ALVAREZ LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 228 accts · $216K emplr
2023$2.6M · 232 accts · $109K emplr
2022$2.0M · 227 accts · $106K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,350
Total administrative$2,350
The East Coast Zoological Society of Florida, Inc. 401(k) match · 2024
Employer contribution per active participant$885
Median for plans this size$1,313
2024$885 per active participant
2023$443 per active participant
2022$471 per active participant

East Coast Zoological Society of Florida, Inc.'s 2024 employer contribution ran below the $1,313 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.

Administrative cost history3
2024$2,350 · 0.08%
2023$2,927 · 0.13%
2022$2,716 · 0.13%
Same employer
Similar plansArts, Entertainment & Recreation · Florida
Miami City Ballet, Inc. FL$3.6M · 0.42%
Norton Museum of Art, Inc FL$3.1M · 0.11%
Sarasota Yacht Club Inc FL$2.9M · 0.72%
Miami Beckham United, LLC FL$2.8M · 1.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 592496749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.