Plan Snapshot
- Plan Sponsor: Fresnos Chaffee Zoo Corporation
- Sponsor EIN: 421661145
- Sponsor Address: 894 W. BELMONT AVENUE, FRESNO, CA, 93728
- Plan Type: 401(k)
- Total Participants: 295
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 295 | $6.4M | $322,838 | $586,956 |
| 2023 | 288 | $4.9M | $227,558 | $435,647 |
| 2022 | 248 | $3.8M | $173,028 | $334,289 |
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 |
|---|---|---|---|---|
| REGENCY INVESTMENT ADVISORS | INVESTMENT ADVISOR | $27,756 | — | $27,756 |
| PCS RETIREMENT, LLC | CONTRACT ADMINISTRATOR | $6,804 | — | $6,804 |
| MOORE GRIDER & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REGENCY INVESTMENT ADVISORS — INVESTMENT ADVISOR
- PCS RETIREMENT, LLC — CONTRACT ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,560
- Estimated Expense Ratio: 0.542% 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 | $36,052 | — | $36,052 | — | — |
| 2023 | $31,206 | — | $31,206 | — | — |
| 2022 | $32,228 | $26,839 | $5,389 | — | — |