# Houston Zoo, INC. 401(k) Plan
Source: https://planprovider.pro/companies/houston-zoo-inc-401k-plan

> Houston Zoo, INC.'s 401(k) plan: 407 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — 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|—|—|

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