AUMdb

Memphis Zoological Society Retirement Plan

Sponsored by Memphis Zoological Society · EIN 237236155 · Plan #002

Total assets
$8.4M
Net assets
$8.4M
Active participants
246
With balances
230

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $53,702
Moringstar Investment Management L Investment advisory (participants), Consulting fees $0