Plan Snapshot
- Plan Sponsor: Indianapolis Zoological Society INC
- Sponsor EIN: 351074747
- Sponsor Address: 1200 WEST WASHINGTON STREET, INDIANAPOLIS, IN, 462224552
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $29.4M
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 | 242 | $29.4M | $526,096 | $903,070 |
| 2023 | 419 | $25.5M | $454,599 | $809,215 |
| 2022 | 381 | $20.3M | $402,592 | $746,890 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | -$7,820 | $3,105 | — | — | — |
| 2023 | -$2,846 | $2,654 | — | — | — |
| 2022 | $733 | $733 | — | — | — |