# Lincoln Park Zoo 403(b) Plan
Source: https://planprovider.pro/companies/lincoln-park-zoo-403b-plan

> Lincoln Park Zoo's 403(b) plan: 258 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|—|—|

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