Plan Ledger DOL Form 5500 · updated monthly

Lowry Park Zoological Society of Tampa, Inc.403(b)

ZOOTAMPA 403(B) RETIREMENT PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.89%

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

Lowry Park Zoological Society of Tampa, Inc. reported $60,089 in plan administrative expenses for 2024: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,126 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 0.89%. 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 Florida (2,098th of 3,644), and 795th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.27 for every $1.00 the employer contributed; active participation has grown from 381 to 427 since 2022.

Plan summary
Net assets, end of year$7,430,770
Participants with balances362
Active participants427
Employer contributions$480,790
Employee contributions$612,922
Employer contribution per active participant$1,126
Average account balance$20,527
Benefits paid to participants$368,273
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 362 accts · $481K emplr
2023$6.0M · 180 accts · $425K emplr
2022$4.6M · 187 accts · $349K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,089
Total administrative$60,089
Employer contributions to the Lowry Park Zoological Society of Tampa, Inc. plan · 2024
Employer contribution per active participant$1,126
Median for plans this size$1,313
2024$1,126 per active participant
2023$935 per active participant
2022$917 per active participant

Lowry Park Zoological Society of Tampa, Inc.'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
VALIC RETIREMENT SERVICES CO. · Custodial (securities) · Investment advisory (participants)$59,232
VARIABLE ANNUITY LIFE INSURANCE CO. · Custodial (securities) · Investment advisory (participants)$857

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$60,089 · 0.89%
2023$46,705 · 0.87%
2022$35,567 · 0.88%
All plans at this employer2
LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC. PROFIT SHARING PLANProfit-sharing plan
ZOOTAMPA 403(B) RETIREMENT PLAN403(b)
Same employer
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Williams Island Poa FL$7.0M · 0.71%
Bok Tower Garden, Inc. FL$6.7M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592328289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.