Plan Ledger DOL Form 5500 · updated monthly

Omaha Zoological Society401(k)

OMAHA ZOOLOGICAL SOCIETY RETIREMENT PLAN & TRUST · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Omaha Zoological Society reported $33,589 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,242 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 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 197th-largest of 565 plans among Nebraska employers on file, and the 4,401st of 11,654 in professional & technical services. In 2024, employees put in $1.56 for every $1.00 the employer contributed; active participation has shrunk from 477 to 365 since 2022.

Plan summary
Net assets, end of year$27,803,349
Participants with balances441
Active participants365
Employer contributions$818,199
Employee contributions$1,275,457
Employer contribution per active participant$2,242
Average account balance$63,046
Benefits paid to participants$1,477,639
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.8M · 441 accts · $818K emplr
2023$24.2M · 414 accts · $763K emplr
2022$21.2M · 409 accts · $691K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,589
Total administrative$33,589
The Omaha Zoological Society 401(k) match · 2024
Employer contribution per active participant$2,242
Median for plans this size$2,416
2024$2,242 per active participant
2023$1,464 per active participant
2022$1,448 per active participant

Omaha Zoological Society'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 · 20243
LINCOLN NATIONAL CORPORATION · Loan processing · Recordkeeping$16,294
FUTUREPLAN BY ASCENSUS · Recordkeeping · Named fiduciary$6,236
SECURITY NATIONAL BANK · Trustee$8,091

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

Recordkeeper by year2
2024Ascensus, Lincoln Financial
2023Mutual of Omaha

This plan has changed recordkeepers within these filings. If you left Omaha Zoological Society before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$33,589 · 0.13%
2023$4,378 · 0.02%
2022$4,498 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Nebraska
Team Software, LLC NE$30.8M · 0.20%
Alvine & Associates, Inc. NE$30.1M · 0.24%
Marketsphere Holdings LLC NE$26.8M · 0.26%
Pillen Family Farms, Inc. NE$26.5M · 0.34%
Sojern, Inc. NE$26.4M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470469782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.