Plan Snapshot
- Plan Sponsor: Fort Worth Zoological Association
- Sponsor EIN: 750991727
- Sponsor Address: 1989 COLONIAL PARKWAY, FORT WORTH, TX, 76110
- Plan Type: 401(k)
- Total Participants: 513
- Total Assets: $15.6M
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 | 513 | $15.6M | $286,903 | $796,241 |
| 2023 | 472 | $13.8M | $266,480 | $775,027 |
| 2022 | 411 | $11.8M | $254,819 | $689,961 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SVCS INS AGCY INC | BROKER/ADVISER | — | $31,025 | $31,025 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $9,609 | — | $9,609 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,634
- Estimated Expense Ratio: 0.261% 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 | $13,971 | $9,609 | — | — | — |
| 2023 | $12,383 | $9,045 | — | — | — |
| 2022 | $10,269 | $8,119 | $2,150 | — | — |