Plan Ledger DOL Form 5500 · updated monthly

Fort Wayne Zoological Society403(b)

FORT WAYNE ZOOLOGICAL SOCIETY MATCHING RETIREMENT PLAN · FORT WAYNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Fort Wayne Zoological Society reported $30,580 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. Employer contributions averaged $568 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 rose from 0.69% to 0.75%. 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 Indiana (1,208th of 1,562), and 963rd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.63 for every $1.00 the employer contributed; active participation has grown from 119 to 192 since 2022.

Plan summary
Net assets, end of year$4,510,339
Participants with balances138
Active participants192
Employer contributions$109,095
Employee contributions$287,205
Employer contribution per active participant$568
Average account balance$32,684
Benefits paid to participants$55,193
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 138 accts · $109K emplr
2023$3.6M · 135 accts · $101K emplr
2022$2.9M · 123 accts · $90K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,580
Total administrative$30,580
Employer contributions to the Fort Wayne Zoological Society plan · 2024
Employer contribution per active participant$568
Median for plans this size$1,313
2024$568 per active participant
2023$624 per active participant
2022$756 per active participant

Fort Wayne Zoological Society's 2024 employer contribution ran below the $1,313 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.

Service providers · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$30,580

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$30,580 · 0.75%
2023$22,970 · 0.70%
2022$21,891 · 0.69%
Similar plansArts, Entertainment & Recreation · Indiana
Andretti Autosport IN$6.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 356068234 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.