Plan Snapshot
- Plan Sponsor: San Diego Zoo Wildlife Alliance
- Sponsor EIN: 951648219
- Sponsor Address: PO BOX 120551, SAN DIEGO, CA, 921120551
- Plan Type: 403(b)
- Total Participants: 3,042
- Total Assets: $185.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,042 | $185.5M | $5.2M | $9.8M |
| 2023 | 3,024 | $160.9M | $4.9M | $9.2M |
| 2022 | 3,007 | $134.8M | $4.3M | $8.4M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $255,735 | $44,929 | $210,806 | — | — |
| 2023 | $251,308 | $44,891 | $206,417 | — | — |
| 2022 | $222,629 | $33,711 | $188,918 | — | — |