Plan Ledger DOL Form 5500 · updated monthly

Nashville Zoo, Inc.401(k)

NASHVILLE ZOO, INC. 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.93%

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

Nashville Zoo, Inc. reported $56,905 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~75% of peers. Employer contributions averaged $702 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 0.78% to 0.93%. 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 Tennessee (979th of 1,496), and 831st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 255 to 326 since 2022.

Plan summary
Net assets, end of year$6,634,060
Participants with balances148
Active participants326
Employer contributions$228,953
Employee contributions$446,587
Employer contribution per active participant$702
Average account balance$44,825
Benefits paid to participants$336,013
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 148 accts · $229K emplr
2023$5.5M · 142 accts · $215K emplr
2022$4.2M · 133 accts · $187K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,520
Investment management$10,385
Total administrative$56,905
The Nashville Zoo, Inc. 401(k) match · 2024
Employer contribution per active participant$702
Median for plans this size$1,313
2024$702 per active participant
2023$729 per active participant
2022$732 per active participant

Nashville Zoo, 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$44,942
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$10,382
ACUFF & ASSOCIATES · Contract administrator · Other services$1,319

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$56,905 · 0.93%
2023$43,735 · 0.90%
2022$34,327 · 0.78%
Same employer
Similar plansArts, Entertainment & Recreation · Tennessee
The Escape Game, LLC TN$5.0M · 0.05%
Hillwood Country Club TN$4.1M · 0.03%
Richland Country Club TN$4.1M · 1.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 621411210 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.