Plan Snapshot
- Plan Sponsor: The Toledo Zoological Society
- Sponsor EIN: 344440256
- Sponsor Address: 2700 BROADWAY, TOLEDO, OH, 436140130
- Plan Type: 401(k)
- Total Participants: 494
- Total Assets: $25.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 494 | $25.5M | $773,098 | $753,811 |
| 2023 | 867 | $23.9M | $708,923 | $772,792 |
| 2022 | 554 | $20.1M | $540,430 | $677,114 |
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 |
|---|---|---|---|---|
| PENSION INNOVATIONS & CONSULTING LL | THIRD PARTY ADMINISTRATO | — | $10,922 | $10,922 |
| HILEMAN ASSOICATES | SERVICE PROVIDER | — | $5,000 | $5,000 |
| REHMANN ROBSON LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,922
- Estimated Expense Ratio: 0.062% 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 | $97,268 | — | $97,268 | — | — |
| 2023 | $80,032 | — | $80,032 | — | — |
| 2022 | $71,045 | $71,045 | — | — | — |