# Fort Worth Zoological Association 401(k) Plan
Source: https://planprovider.pro/companies/fort-worth-zoological-association-401k-plan

> Fort Worth Zoological Association's 401(k) plan: 513 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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