Plan Snapshot
- Plan Sponsor: John Ball Zoo
- Sponsor EIN: 386076879
- Sponsor Address: 1300 FULTON STREET WEST, GRAND RAPIDS, MI, 49504
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $8.2M
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 | 141 | $8.2M | $573,610 | $694,260 |
| 2023 | 126 | $6.4M | $504,873 | $580,238 |
| 2022 | 107 | $5.7M | $374,436 | $432,468 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,294 | — | — | — | — |
| 2023 | $1,406 | — | — | — | — |
| 2022 | $356,579 | — | -$1,249 | — | — |