# Zoo Atlanta 403(b) Plan
Source: https://planprovider.pro/companies/zoo-atlanta-403b-plan

> Zoo Atlanta's 403(b) plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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