Plan Snapshot
- Plan Sponsor: Lincoln Park Zoo
- Sponsor EIN: 362512404
- Sponsor Address: 2001 N CLARK ST, CHICAGO, IL, 606144712
- Plan Type: 403(b)
- Total Participants: 258
- Total Assets: $40.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 258 | $40.1M | $773,046 | $1.3M |
| 2023 | 259 | $35.2M | $713,773 | $1.2M |
| 2022 | 245 | $29.9M | $723,383 | $1.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $122,613 | — | $122,613 |
| MORGAN STANLEY GLOBAL BANKING OPERA | INVESTMENT ADVISORY | — | $57,305 | $57,305 |
| PLANTE & MORAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BANKING OPERA — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,918
- Estimated Expense Ratio: 0.449% 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 | $122,613 | — | $122,613 | — | — |
| 2023 | $103,626 | — | $103,626 | — | — |
| 2022 | $98,461 | — | $98,461 | — | — |