# The Toledo Zoological Society 401(k) Plan
Source: https://planprovider.pro/companies/the-toledo-zoological-society-plan-004

> The Toledo Zoological Society's 401(k) plan: 494 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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