Conservation Society Of California Dba Oakland Zoo 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Conservation Society Of California Dba Oakland Zoo
  • Sponsor EIN: 941687847
  • Sponsor Address: P O BOX 5238, OAKLAND, CA, 94605
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 289
  • Total Assets: $10.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023289$10.0M$199,164$515,041
2022340$8.4M$188,696$461,731
2021304$7.6M$167,029$428,795

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