Retirement plan

FRESNO'S CHAFFEE ZOO CORPORATION 401(K) PLAN

Name: FRESNO'S CHAFFEE ZOO CORPORATION - FRESNO'S CHAFFEE ZOO CORPORATION 401(K) PLAN (2020) Form 5500
Creator: FRESNO'S CHAFFEE ZOO CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRESNO'S CHAFFEE ZOO CORPORATION 401(K) PLAN, FRESNO'S CHAFFEE ZOO CORPORATION

FRESNO'S CHAFFEE ZOO CORPORATIONEIN 42-1661145Plan #001PY 2020

894 W. BELMONT AVENUE - FRESNO, CA 93728559-498-5910

Prospect flagsLow assets / participant

Top hat statement on fileNQDC

Filed June 13, 2025

Plan administrator

Plan administrator name— Sign in and upgrade to view

1250 W. Olive Ave.

Fresno, CA 93728

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Plans declared (1)

Fresno's Chaffee Zoo Corporation 457(b) Plan7 emp

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Total assets (EOY)

$4M

+29.2% from 2019

Total participants

261

-1.5% from 2019

Average account balance

$17,774

+22.9% from 2019

Annual return

17.88%

-4.86 pp from 2019

Benchmarks

See 554 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort554 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.38M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$14K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

462

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

94.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$910K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.22%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$78

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
REGENCY INVESTMENT ADVISORS5 years Service code 26 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711	Advisory (Participants)	$16,192
ROCKY MOUNTAIN EMPLOYEE BENEFITS5 years Service code 13 · EIN 87-0364490 7090 SOUTH UNION PARK AVE SUITE 650 · SALT LAKE CITY, UT 84047	Contract Administrator	$4,323

Plan features & details

Pension benefit codes3D2E2J2K2G2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$21K

$96 / participant

Investment mgmt$16K78.9%
Contract admin$4K21.1%

% of EOY assets

0.518%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MOSS ADAMS, LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,774

$53,901-67.0%

$134,162-86.8%

$73,497-75.8%

Participation rate

82.2%

62.8%+19.4pp

72.2%+10.1pp

70.7%+11.6pp

Annual return

17.88%

15.82%+2.1pp

36.35%-18.5pp

28.51%-10.6pp

Employer contribution / active EE

$745

$1,458-48.9%

$3,705-79.9%

$2,270-67.2%

Participant deferral / active EE

$1,287

$2,739-53.0%

$3,500-63.2%

$3,740-65.6%

Admin fee / account holder

$92

$581-84.2%

$6,685-98.6%

$513-82.1%

Provider

Service type

Compensation

REGENCY INVESTMENT ADVISORS5 years

Service code 26 · EIN 77-0344391

1312 W HERNDON, SUITE 101 · FRESNO, CA 93711

Advisory (Participants)

$16,192

ROCKY MOUNTAIN EMPLOYEE BENEFITS5 years

Service code 13 · EIN 87-0364490

7090 SOUTH UNION PARK AVE SUITE 650 · SALT LAKE CITY, UT 84047

Contract Administrator

$4,323

FRESNO'S CHAFFEE ZOO CORPORATION 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRESNO'S CHAFFEE ZOO CORPORATION 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion