San Antonio Zoological Society 403(b) match, vesting and fees
What San Antonio Zoological Society's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| San Antonio Zoological Society: employer contribution per participant | $495 | |
| Peer median | $1,540 |
| San Antonio Zoological Society: average balance | $37,904 | |
| Peer median | $48,682 |
| San Antonio Zoological Society: admin expenses ÷ assets | 0.72% | |
| Peer median | 0.36% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.8M at the end of plan year 2021 to $7.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 633 | $7.9M | $104K | $495 | 0.72% | Not published | Form 5500 ↗ |
| 2023 | 428 | $7M | $57K | $262 | 0.78% | Not published | Form 5500 ↗ |
| 2022 | 577 | $5.5M | $196K | $755 | 0.58% | Not published | Form 5500 ↗ |
| 2021 | 643 | $4.8M | $51K | $206 | 0.46% | Not published | Form 5500 ↗ |
Other San Antonio Zoological Society plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
San Antonio Zoological Society Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does San Antonio Zoological Society match 401(k) contributions?
The match terms for the San Antonio Zoological Society Employees' Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $104K in employer contributions, about $495 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the San Antonio Zoological Society 401(k) match vested?
The vesting schedule for the San Antonio Zoological Society Employees' Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the San Antonio Zoological Society 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is San Antonio Zoological Society.
I left San Antonio Zoological Society. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (San Antonio Zoological Society, (210) 642-0342) or the recordkeeper, Principal Life Insurance Company. The San Antonio Zoological Society old 401(k) page lists the contacts from every plan filing. Find an old San Antonio Zoological Society 401(k)
Data from the public Form 5500 annual reports San Antonio Zoological Society filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with San Antonio Zoological Society. Not financial advice. Report a correction · Methodology