Plan Snapshot
- Plan Sponsor: East Coast Zoological Society Of Florida, INC.
- Sponsor EIN: 592496749
- Sponsor Address: 8225 NORTH WICKHAM ROAD, MELBOURNE, FL, 32940
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $3.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 244 | $3.0M | $215,978 | $248,202 |
| 2023 | 246 | $2.6M | $108,887 | $256,706 |
| 2022 | 225 | $2.0M | $105,999 | $249,758 |
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 |
|---|---|---|---|---|
| VERDEJA & ALVAREZ LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VERDEJA & ALVAREZ LLP — Auditor
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 | $2,350 | — | $2,350 | — | — |
| 2023 | $2,927 | — | — | — | — |
| 2022 | $2,716 | — | — | — | — |