# San Diego Zoo Wildlife Alliance 403(b) Plan
Source: https://planprovider.pro/companies/san-diego-zoo-wildlife-alliance-403b-plan

> San Diego Zoo Wildlife Alliance's 403(b) plan: 3,042 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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