Retirement plan

BINDER PARK ZOO RETIREMENT PLAN

Name: BINDER PARK ZOOLOGICAL SOCIETY, INC. - BINDER PARK ZOO RETIREMENT PLAN (2025) Form 5500
Creator: BINDER PARK ZOOLOGICAL SOCIETY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BINDER PARK ZOO RETIREMENT PLAN, BINDER PARK ZOOLOGICAL SOCIETY, INC.

BINDER PARK ZOOLOGICAL SOCIETY, INC.EIN 51-0163223Plan #001PY 2025

7400 DIVISION DRIVE - BATTLE CREEK, MI 49014269-979-1351

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+16.7% from 2024

Total participants

0.0% from 2024

Average account balance

$49,532

+13.8% from 2024

Annual return

17.15%

+4.51 pp from 2024

Benchmarks

See 1,405 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort1,405 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

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.

90.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$192K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5401

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$211K

$4899 / participant

Other / not subdivided$211K100.0%

% of EOY assets

10.905%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,532

$56,431-12.2%

$130,788-62.1%

$87,485-43.4%

Participation rate

74.4%

58.9%+15.5pp

70.1%+4.3pp

68.9%+5.5pp

Annual return

17.15%

91.27%-74.1pp

386.44%-369.3pp

26.06%-8.9pp

Employer contribution / active EE

$1,897

$1,549+22.5%

$3,558-46.7%

$2,596-26.9%

Participant deferral / active EE

$2,562

$2,749-6.8%

$4,137-38.1%

$4,274-40.1%

Admin fee / account holder

$5,401

$4,433+21.8%

$6,673-19.1%

$7,775-30.5%

BINDER PARK ZOO RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BINDER PARK ZOO RETIREMENT PLAN

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