Plan Ledger DOL Form 5500 · updated monthly

Fresno's Chaffee Zoo Corporation401(k)

FRESNO'S CHAFFEE ZOO CORPORATION 401(K) PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Fresno's Chaffee Zoo Corporation reported $36,052 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $1,094 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 0.79% to 0.64%. 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 California (6,536th of 9,483), and 849th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has grown from 248 to 295 since 2022.

Plan summary
Net assets, end of year$6,380,398
Participants with balances462
Active participants295
Employer contributions$322,838
Employee contributions$586,956
Employer contribution per active participant$1,094
Average account balance$13,810
Benefits paid to participants$372,317
Plan auditUnmodified (clean) audit opinion
AuditorMOORE GRIDER & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 462 accts · $323K emplr
2023$4.9M · 385 accts · $228K emplr
2022$3.8M · 306 accts · $173K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,052
Total administrative$36,052
The Fresno's Chaffee Zoo Corporation 401(k) match · 2024
Employer contribution per active participant$1,094
Median for plans this size$1,313
2024$1,094 per active participant
2023$790 per active participant
2022$698 per active participant

Fresno's Chaffee Zoo Corporation'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.

Service providers · 20242
PCS RETIREMENT, LLC · Claims processing · Contract administrator$6,804
REGENCY INVESTMENT ADVISORS · Investment advisory (participants) · Investment advisory (plan)$27,756

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$36,052 · 0.64%
2023$31,206 · 0.71%
2022$32,228 · 0.79%
Same employer
Similar plansArts, Entertainment & Recreation · California
Sherwood Country Club CA$6.5M · 0.02%
Weights and Biases, Inc. CA$6.5M · 1.01%
Annandale Golf Club CA$6.5M · 0.71%
Skybound, LLC CA$6.4M · 0.66%
Steno Agency, Inc. CA$6.1M · 0.12%
Vs Media Inc CA$6.0M · 0.12%
Ocean's Eleven Casino CA$5.9M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 421661145 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.