Plan Ledger DOL Form 5500 · updated monthly

The Maryland Zoological Society401(k)

THE MARYLAND ZOOLOGICAL SOCIETY SAVINGS AND RETIREMENT PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

The Maryland Zoological Society reported $43,199 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $1,369 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 fell from 0.44% to 0.38%. 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 among the smaller plans on file in Maryland (908th of 1,671), and the 614th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,787,494
Participants with balances175
Active participants160
Employer contributions$219,058
Employee contributions$423,761
Employer contribution per active participant$1,369
Average account balance$67,357
Benefits paid to participants$1,106,232
Plan auditUnmodified (clean) audit opinion
AuditorGROSS MENDELSOHN & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 175 accts · $219K emplr
2023$10.7M · 191 accts · $236K emplr
2022$9.1M · 190 accts · $246K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,026
Investment management$27,173
Total administrative$43,199
The The Maryland Zoological Society 401(k) match · 2024
Employer contribution per active participant$1,369
Median for plans this size$2,416
2024$1,369 per active participant
2023$1,416 per active participant
2022$1,492 per active participant

The Maryland 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 · 20242
MORGAN STANLEY WEALTH MGMT., LLC · Investment advisory (participants) · Investment advisory (plan)$27,173
NWPS · Loan processing$16,026

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$43,199 · 0.38%
2023$41,030 · 0.41%
2022$43,232 · 0.44%
Same employer
Similar plansArts, Entertainment & Recreation · Maryland
National Aquarium, Inc MD$26.7M · 0.19%
Columbia Country Club MD$12.2M · 0.54%
Glenstone Foundation MD$10.2M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520996352 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.