Plan Snapshot
- Plan Sponsor: Chicago Zoological Society
- Sponsor EIN: 362167016
- Sponsor Address: 3300 GOLF ROAD, BROOKFIELD, IL, 60513
- Plan Type: 401(k)
- Total Participants: 575
- Total Assets: $84.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 575 | $84.3M | $691,741 | $2.9M |
| 2023 | 559 | $76.4M | $631,112 | $2.6M |
| 2022 | 490 | $65.4M | $601,335 | $2.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $100,723 | — | $100,723 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $13,867 | — | $13,867 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,590
- Estimated Expense Ratio: 0.136% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $114,590 | $13,867 | — | — | — |
| 2023 | $96,194 | $8,449 | — | — | — |
| 2022 | $100,953 | — | $6,833 | — | $94,120 |