Retirement plan

CALIFORNIA ZOOLOGICAL SUPPLY I 401(K) PROFIT SHARING PLAN & TRUST

Name: CALIFORNIA ZOOLOGICAL SUPPLY I - CALIFORNIA ZOOLOGICAL SUPPLY I 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: CALIFORNIA ZOOLOGICAL SUPPLY I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALIFORNIA ZOOLOGICAL SUPPLY I 401(K) PROFIT SHARING PLAN & TRUST, CALIFORNIA ZOOLOGICAL SUPPLY I

CALIFORNIA ZOOLOGICAL SUPPLY IEIN 68-0597096Plan #001PY 2025

1615 E SAINT GERTRUDE PL - SANTA ANA, CA 927055311714-641-1597calzoo.comLinkedIn1-10 employees

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$63K

+60.6% from 2024

Total participants

-11.1% from 2024

Average account balance

$10,442

+60.6% from 2024

Annual return

19.81%

+3.97 pp from 2024

Benchmarks

See 2,029 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort2,029 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$63K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+19.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$351

$50 / participant

Other / not subdivided$351100.0%

% of EOY assets

0.560%

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

$10,442

$234,190-95.5%

$180,320-94.2%

$198,609-94.7%

Participation rate

71.4%

77.1%-5.7pp

71.5%-0.1pp

82.4%-10.9pp

Annual return

19.81%

1057.44%-1037.6pp

778.54%-758.7pp

202.70%-182.9pp

Employer contribution / active EE

$5,258-100.0%

$4,108-100.0%

$5,055-100.0%

Participant deferral / active EE

$2,273

$4,988-54.4%

$4,304-47.2%

$6,977-67.4%

Admin fee / account holder

$59

$12,558-99.5%

$10,000-99.4%

$19,030-99.7%

CALIFORNIA ZOOLOGICAL SUPPLY I 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALIFORNIA ZOOLOGICAL SUPPLY I 401(K) PROFIT SHARING PLAN & TRUST

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