TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION

Plan Contact

  • Address: 2300 NORTH STEELE STREET,DENVER,CO
  • Contact person: GREGORY VOCHIS
  • Phone: (720) 337-1400

Plan General Information

TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION is $27,712,247.00.This plan was established in 1992.

TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION is 1107

TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION Average Participant Retirement Account Value

In 2023, the average participant retirement account value for TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION is $25,033.00

TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION is $2,413.00.

TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION is approximately $981.00
Investing in this additonal $981.00 for 20 years would give you extra $62,844.00, assuming a 10% annual return.

TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION Total Employer Contribution and Match Rate

In 2023, TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION allocates $1,087,010.00 to match its employees' contributions, providing an employer match rate of 81.37% of their contributions

TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION is 27.49%.

TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION is 20.06%. This measures the effectiveness of the plan participants' investments in the year.

TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION Expense Ratio

In 2023, the investment and administrative expense ratio of TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION is 0.26%.

Enrollment Features

TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …