Plan Ledger DOL Form 5500 · updated monthly

Fort Worth Zoological Association401(k)

FORT WORTH ZOOLOGICAL ASSOCIATION SAVINGS PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Fort Worth Zoological Association reported $13,971 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $559 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 0.08% to 0.10%. 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 2,369th-largest of 5,688 plans among Texas employers on file, and the 499th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.78 for every $1.00 the employer contributed; active participation has grown from 411 to 513 since 2022.

Plan summary
Net assets, end of year$15,574,040
Participants with balances273
Active participants513
Employer contributions$286,903
Employee contributions$796,241
Employer contribution per active participant$559
Average account balance$57,048
Benefits paid to participants$889,259
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.6M · 273 accts · $287K emplr
2023$13.8M · 262 accts · $266K emplr
2022$11.8M · 264 accts · $255K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,362
Investment management$9,609
Total administrative$13,971
The Fort Worth Zoological Association 401(k) match · 2024
Employer contribution per active participant$559
Median for plans this size$2,416
2024$559 per active participant
2023$565 per active participant
2022$620 per active participant

Fort Worth Zoological Association'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.

Service providers · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$9,609
UBS FINANCIAL SVCS INS AGCY INCindirect comp

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$13,971 · 0.10%
2023$12,383 · 0.10%
2022$10,269 · 0.08%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Dallas Zoo Management, Inc. TX$16.8M · 0.54%
Menil Foundation, Inc. TX$15.5M · 0.01%
Dallas Country Club TX$14.6M · 0.04%
Brook Hollow Golf Club TX$14.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750991727 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.