# Zoological Society Of Philadelphia DB Plan
Source: https://planprovider.pro/companies/zoological-society-of-philadelphia-plan-001

> Zoological Society Of Philadelphia&#39;s DB plan: 22 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 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](https://planprovider.pro/provider/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|

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