# Chicago Zoological Society 401(k) Plan
Source: https://planprovider.pro/companies/chicago-zoological-society-401k-plan

> Chicago Zoological Society's 401(k) plan: 575 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/plante-and-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|

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