Plan Snapshot
- Plan Sponsor: Friends Of The Zoo, INC. Of Kansas
- Sponsor EIN: 436048888
- Sponsor Address: 6800 ZOO DRIVE, KANSAS CITY, MO, 64132
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 244 | $10.9M | $440,588 | $824,979 |
| 2023 | 195 | $8.8M | $360,835 | $701,254 |
| 2022 | 180 | $8.3M | $307,745 | $597,516 |
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 |
|---|---|---|---|---|
| PNC BANK NATIONAL ASSOCIATION | Other Service Provider | $6,824 | $8,609 | $15,433 |
| MARINER RETIREMENT ADVISORS LLC | Other Service Provider | — | $9,648 | $9,648 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,081
- Estimated Expense Ratio: 0.231% 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 | $9,557 | $6,112 | $1,950 | — | — |
| 2023 | $5,036 | $586 | $4,200 | — | — |
| 2022 | $1,550 | — | — | — | — |