Plan Snapshot
- Plan Sponsor: Zoological Society Of Philadelphia
- Sponsor EIN: 231352298
- Sponsor Address: 3400 WEST GIRARD AVENUE, PHILADELPHIA, PA, 19104
- Plan Type: DB
- Total Participants: 22
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 22 | $8.0M | $196,838 | $0 |
| 2023 | 24 | $8.2M | $208,315 | $0 |
| 2022 | 29 | $7.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $67,867 | — | $67,867 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,867
- Estimated Expense Ratio: 0.852% 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 | $168,246 | — | — | $67,867 | — |
| 2023 | $194,971 | — | $15,230 | $17,850 | — |
| 2022 | $177,221 | — | $8,408 | — | $16,930 |