San Diego Zoo Wildlife Alliance 403(b) match, vesting and fees
What San Diego Zoo Wildlife Alliance'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 ↗ |
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 135 defined-contribution plans in arts, entertainment, and recreation with 1,000 to 4,999 participants.
| San Diego Zoo Wildlife Alliance: employer contribution per participant | $1,871 | |
| Peer median | $1,412 |
| San Diego Zoo Wildlife Alliance: average balance | $66,422 | |
| Peer median | $54,020 |
| San Diego Zoo Wildlife Alliance: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.16% |
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 $161M at the end of plan year 2023 to $186M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,539 | $186M | $5.2M | $1,871 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 3,514 | $161M | $4.9M | $1,825 | 0.17% | Not published | Form 5500 ↗ |
Other San Diego Zoo Wildlife Alliance plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Zoological Society of San Diego Restated Pension Plan for Union Employees
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.
| Independent auditor | Cohnreznick (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Zoological Society of San Diego Restated Pension Plan for Non-Union Employees
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.
| Independent auditor | Cohnreznick (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does San Diego Zoo Wildlife Alliance match 401(k) contributions?
The match terms for the San Diego Zoo Wildlife Alliance 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $5.2M in employer contributions, about $1,871 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the San Diego Zoo Wildlife Alliance 401(k) match vested?
The vesting schedule for the San Diego Zoo Wildlife Alliance 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the San Diego Zoo Wildlife Alliance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is San Diego Zoo Wildlife Alliance.
I left San Diego Zoo Wildlife Alliance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (San Diego Zoo Wildlife Alliance, (619) 231-1515) or the recordkeeper, Principal Life Insurance Company. The San Diego Zoo Wildlife Alliance old 401(k) page lists the contacts from every plan filing. Find an old San Diego Zoo Wildlife Alliance 401(k)
Data from the public Form 5500 annual reports San Diego Zoo Wildlife Alliance filed with the U.S. Department of Labor (plan years 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 Diego Zoo Wildlife Alliance. Not financial advice. Report a correction · Methodology