Plan Ledger DOL Form 5500 · updated monthly

Zoological Society of Cincinnati401(k)

ZOOLOGICAL SOCIETY OF CINCINNATI 401(K) RETIREMENT PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Zoological Society of Cincinnati reported $72,499 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $737 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 0.29% to 0.36%. 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 1,222nd-largest of 3,295 plans among Ohio employers on file, and the 394th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 163 to 742 since 2022.

Plan summary
Net assets, end of year$22,382,758
Participants with balances455
Active participants742
Employer contributions$546,486
Employee contributions$1,050,687
Employer contribution per active participant$737
Average account balance$49,193
Benefits paid to participants$514,693
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.4M · 455 accts · $546K emplr
2023$18.3M · 184 accts · $459K emplr
2022$14.0M · 173 accts · $423K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,409
Investment management$31,090
Total administrative$72,499
The Zoological Society of Cincinnati 401(k) match · 2024
Employer contribution per active participant$737
Median for plans this size$2,416
2024$737 per active participant
2023$2,524 per active participant
2022$2,594 per active participant

Zoological Society of Cincinnati's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
HORAN SECURITIES INC · Investment advisory (plan)$22,990
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,100

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$72,499 · 0.36%
2023$56,220 · 0.35%
2022$46,184 · 0.29%
All plans at this employer2
AFSCME LOCAL 282 401(K) PLAN401(k)
ZOOLOGICAL SOCIETY OF CINCINNATI 401(K) RETIREMENT PLAN401(k)
Same employer
Similar plansArts, Entertainment & Recreation · Ohio
Cincinnati Museum Center OH$25.2M · 0.13%
Playhouse Square Foundation OH$24.6M · 0.00%
New Albany Company OH$19.6M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310537171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.