Plan Snapshot
- Plan Sponsor: Zoological Society Of Cincinnati
- Sponsor EIN: 310537171
- Sponsor Address: 3400 VINE ST, CINCINNATI, OH, 452201333
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $12.6M
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 | 125 | $12.6M | $332,136 | $546,679 |
| 2023 | 114 | $11.2M | $300,699 | $493,006 |
| 2022 | 106 | $9.0M | $289,551 | $498,202 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
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 | $52,290 | $29,207 | — | — | — |
| 2023 | $51,207 | $20,806 | $300 | — | — |
| 2022 | $29,768 | — | — | — | — |