Plan Snapshot
- Plan Sponsor: Commonwealth Zoological Corporation
- Sponsor EIN: 043129124
- Sponsor Address: ONE FRANKLIN PARK ROAD, BOSTON, MA, 02121
- Plan Type: 401(k)
- Total Participants: 298
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 298 | $13.6M | $244,222 | $859,866 |
| 2023 | 170 | $11.4M | $228,493 | $779,972 |
| 2022 | 146 | $9.1M | $188,776 | $688,752 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $49,212 | $24,000 | — | — | — |
| 2023 | $44,974 | $24,000 | — | — | — |
| 2022 | $29,376 | — | — | — | — |