Plan Snapshot
- Plan Sponsor: Nashville Zoo, INC.
- Sponsor EIN: 621411210
- Sponsor Address: 3777 NOLENSVILLE PIKE, NASHVILLE, TN, 37211
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $6.6M
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 | 326 | $6.6M | $228,953 | $446,587 |
| 2023 | 295 | $5.5M | $214,921 | $444,546 |
| 2022 | 255 | $4.2M | $186,693 | $426,284 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT, LLP | 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 | $56,905 | $10,385 | $46,520 | — | — |
| 2023 | $43,735 | — | $42,105 | — | — |
| 2022 | $34,327 | — | — | — | $34,327 |