# Fort Wayne Zoological Society 403(b) Plan
Source: https://planprovider.pro/companies/fort-wayne-zoological-society-403b-plan

> Fort Wayne Zoological Society's 403(b) plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fort Wayne Zoological Society

- **Sponsor EIN:** 356068234

- **Sponsor Address:** 3411 SHERMAN BOULEVARD, FORT WAYNE, IN, 468081522

- **Plan Type:** 403(b)

- **Total Participants:** 192

- **Total Assets:** $4.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|192|$4.5M|$109,095|$287,205|

| 2023|162|$3.6M|$101,091|$268,546|

| 2022|119|$2.9M|$90,007|$233,509|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$30,580|—|$30,580|

| KATZ, SAPPER & MILLER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [KATZ, SAPPER & MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,580

- **Estimated Expense Ratio:** 0.678% 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|$30,580|—|$30,580|—|—|

| 2023|$22,970|—|$22,970|—|—|

| 2022|$21,891|—|$21,891|—|—|

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