Plan Ledger DOL Form 5500 · updated monthly

Friends of the Zoo, Inc. of Kansas401(k)

FRIENDS OF THE ZOO 401K PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Friends of the Zoo, Inc. of Kansas reported $9,557 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,806 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 0.02% to 0.10%. 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 Missouri (813th of 1,393), and the 653rd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 180 to 244 since 2022.

Plan summary
Net assets, end of year$10,870,793
Participants with balances300
Active participants244
Employer contributions$440,588
Employee contributions$824,979
Employer contribution per active participant$1,806
Average account balance$36,236
Benefits paid to participants$459,439
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 300 accts · $441K emplr
2023$8.8M · 258 accts · $361K emplr
2022$8.3M · 279 accts · $308K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,950
Investment management$6,112
Total administrative$9,557
The Friends of the Zoo, Inc. of Kansas 401(k) match · 2024
Employer contribution per active participant$1,806
Median for plans this size$1,313
2024$1,806 per active participant
2023$1,850 per active participant
2022$1,710 per active participant

Friends of the Zoo, Inc. of Kansas's 2024 employer contribution ran above 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 · 20243
PNC BANK NATIONAL ASSOCIATION$6,824
MARINER RETIREMENT ADVISORS LLCindirect 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$9,557 · 0.10%
2023$5,036 · 0.06%
2022$1,550 · 0.02%
Same employer
Similar plansArts, Entertainment & Recreation · Missouri
I.A.T.S.E. Local No. 31 MO$14.3M · 0.59%
Fox Associates, L.L.C. MO$12.4M · 0.62%
Chicken N Pickle LLC MO$2.9M · 1.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 436048888 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.