Plan Snapshot
- Plan Sponsor: Houston Zoo, INC.
- Sponsor EIN: 741590271
- Sponsor Address: 1513 CAMBRIDGE STREET, HOUSTON, TX, 77030
- Plan Type: 401(k)
- Total Participants: 407
- Total Assets: $28.2M
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 | 407 | $28.2M | $876,954 | $1.8M |
| 2023 | 387 | $24.5M | $789,754 | $1.6M |
| 2022 | 382 | $20.4M | $736,078 | $1.6M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $73,532 | — | $73,532 |
| LEGACY ASSET MANAGEMENT INC | RIA | $15,807 | — | $15,807 |
| WEINSTEIN SPIRA & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,339
- Estimated Expense Ratio: 0.317% 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 | $114,689 | $37,233 | $11,136 | — | — |
| 2023 | $98,511 | — | $98,511 | — | — |
| 2022 | $96,771 | — | $96,771 | — | — |