Plan Snapshot
- Plan Sponsor: Dallas Zoo Management, INC.
- Sponsor EIN: 270777846
- Sponsor Address: 650 SOUTH R.L. THORNTON FREEWAY, DALLAS, TX, 75203
- Plan Type: 401(k)
- Total Participants: 288
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 288 | $16.8M | $421,513 | $1.2M |
| 2023 | 342 | $14.1M | $380,978 | $1.1M |
| 2022 | 287 | $11.7M | $359,109 | $1.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $49,584 | — | $49,584 |
| VISIONPOINT ADVISORY GROUP | ADVISOR | $33,990 | — | $33,990 |
| LANE GORMAN TRUBITT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LANE GORMAN TRUBITT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,574
- Estimated Expense Ratio: 0.497% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $83,574 | $33,990 | — | — | — |
| 2023 | $67,429 | $28,341 | — | — | — |
| 2022 | $67,753 | — | — | — | — |