Plan Snapshot
- Plan Sponsor: Denver Zoological Foundation
- Sponsor EIN: 840502539
- Sponsor Address: 2300 NORTH STEELE STREET, DENVER, CO, 80205
- Plan Type: DC
- Total Participants: 473
- Total Assets: $32.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 473 | $32.0M | $1.2M | $1.4M |
| 2023 | 612 | $27.7M | $1.1M | $1.3M |
| 2022 | 554 | $21.7M | $828,972 | $1.1M |
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 |
|---|---|---|---|---|
| KUNDINGER, CORDER & MONTOYA, P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KUNDINGER, CORDER & MONTOYA, P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $65,125 | $869 | — | — | — |
| 2023 | $71,491 | $516 | — | — | — |
| 2022 | $77,198 | $48,828 | $28,370 | — | — |