# Zoological Society Of Cincinnati 401(k) Plan
Source: https://planprovider.pro/companies/zoological-society-of-cincinnati-401k-plan-003

> Zoological Society Of Cincinnati's 401(k) plan: 742 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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