Plan Snapshot
- Plan Sponsor: Knoxville Zoological Gardens, INC.
- Sponsor EIN: 621034633
- Sponsor Address: 3500 KNOXVILLE ZOO DRIVE, KNOXVILLE, TN, 37914
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $4.7M
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 | 153 | $4.7M | $232,991 | $492,061 |
| 2023 | 170 | $3.6M | $180,343 | $395,962 |
| 2022 | 152 | $2.6M | $134,605 | $336,309 |
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 |
|---|---|---|---|---|
| PUGH & CO, PC | 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 | $27,121 | $10,311 | — | — | — |
| 2023 | $20,088 | $9,500 | — | — | — |
| 2022 | $13,328 | — | $592 | — | $12,736 |