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: 742
- Total Assets: $22.4M
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 | 742 | $22.4M | $546,486 | $1.1M |
| 2023 | 182 | $18.3M | $459,338 | $898,815 |
| 2022 | 163 | $14.0M | $422,789 | $790,933 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $41,409 | — | $41,409 |
| HORAN SECURITIES INC | ADVISOR | $22,990 | — | $22,990 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,100 | — | $8,100 |
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,499
- Estimated Expense Ratio: 0.324% 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 | $72,499 | $31,090 | $300 | — | — |
| 2023 | $56,220 | $25,101 | $300 | — | — |
| 2022 | $46,184 | $4,549 | — | — | — |