# Omaha Zoological Society 401(k) Plan
Source: https://planprovider.pro/companies/omaha-zoological-society-401k-plan

> Omaha Zoological Society's 401(k) plan: 365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Omaha Zoological Society

- **Sponsor EIN:** 470469782

- **Sponsor Address:** 3701 SOUTH 10TH STREET, OMAHA, NE, 68107

- **Plan Type:** 401(k)

- **Total Participants:** 365

- **Total Assets:** $27.8M

## 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|365|$27.8M|$818,199|$1.3M|

| 2023|521|$24.2M|$762,524|$1.2M|

| 2022|477|$21.2M|$690,606|$1.1M|

## 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|

| LUTZ & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LUTZ & COMPANY, P.C.](https://planprovider.pro/provider/lutz-and-company-pc) — 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|$33,589|—|$17,295|—|—|

| 2023|$4,378|—|$4,378|—|—|

| 2022|$4,498|—|$4,498|—|—|

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