Plan Snapshot
- Plan Sponsor: Zoo Atlanta
- Sponsor EIN: 581655184
- Sponsor Address: 800 CHEROKEE AVE, SE, ATLANTA, GA, 30315
- Plan Type: 403(b)
- Total Participants: 320
- Total Assets: $12.4M
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 | 320 | $12.4M | $226,268 | $737,719 |
| 2023 | 315 | $10.4M | $208,086 | $681,069 |
| 2022 | 288 | $9.3M | $184,334 | $635,920 |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — 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 | $32,332 | $2,530 | — | — | — |
| 2023 | $41,460 | $892 | — | — | — |
| 2022 | $39,325 | $28,539 | $10,786 | — | — |