# San Diego Zoo Wildlife Alliance DB Plan
Source: https://planprovider.pro/companies/san-diego-zoo-wildlife-alliance-plan-001

> San Diego Zoo Wildlife Alliance's DB plan: 495 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:** P.O. BOX 120551, SAN DIEGO, CA, 921120551

- **Plan Type:** DB

- **Total Participants:** 495

- **Total Assets:** $108.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|495|$108.1M|$900,000|$0|

| 2023|541|$112.8M|$0|$0|

| 2022|606|$113.2M|$0|$0|

## 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|

| MCGRIFF, A MARSH & MCLENNAN COMPNAY|NONE|$256,574|—|$256,574|

| METLIFE INVESTMENT MANAGEMENT|NONE|$93,890|—|$93,890|

| U.S. BANK NATIONAL ASSOCIATION|NONE|$81,828|—|$81,828|

| MEKETA INVESTMENT GROUP|NONE|$37,500|—|$37,500|

| BLACKROCK INSTITUTIONAL TRUST CO.|NONE|$19,840|—|$19,840|

| COHNREZNICK|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MCGRIFF, A MARSH & MCLENNAN COMPNAY](https://planprovider.pro/provider/marsh-mclennan-agency) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $489,632

- **Estimated Expense Ratio:** 0.453% 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|$1,397,044|$151,231|—|—|—|

| 2023|$1,206,590|$102,966|—|—|—|

| 2022|$121,835|$55,285|—|—|$66,550|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/san-diego-zoo-wildlife-alliance-plan-001)

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