Plan Ledger DOL Form 5500 · updated monthly

Houston Zoo, Inc.401(k)

HOUSTON ZOO EMPLOYEES' 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Houston Zoo, Inc. reported $114,689 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $2,155 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 3 years on file its reported administrative ratio has held roughly steady near 0.43%. 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 1,607th-largest of 5,688 plans among Texas employers on file, and the 331st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,225,689
Participants with balances605
Active participants407
Employer contributions$876,954
Employee contributions$1,753,329
Employer contribution per active participant$2,155
Average account balance$46,654
Benefits paid to participants$2,074,175
Plan auditUnmodified (clean) audit opinion
AuditorWEINSTEIN SPIRA & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$28.2M · 605 accts · $877K emplr
2023$24.5M · 587 accts · $790K emplr
2022$20.4M · 569 accts · $736K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,456
Investment management$37,233
Total administrative$114,689
The Houston Zoo, Inc. 401(k) match · 2024
Employer contribution per active participant$2,155
Median for plans this size$2,416
2024$2,155 per active participant
2023$2,041 per active participant
2022$1,927 per active participant

Houston Zoo, Inc.'s 2024 employer contribution ran below the $2,416 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$73,532
LEGACY ASSET MANAGEMENT INC · Investment advisory (participants)$15,807

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$114,689 · 0.43%
2023$98,511 · 0.44%
2022$96,771 · 0.45%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Drive Shack Inc. TX$35.1M · 0.32%
Cgpm/Wmc Operating, LLC TX$33.8M · 0.40%
River Oaks Country Club TX$27.0M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741590271 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.