AUMdb

Zoological Society Of Pittsburgh 403(b) Plan

Sponsored by Zoological Society Of Pittsburgh · EIN 251418766 · Plan #001

Total assets
$7.5M
Net assets
$7.5M
Active participants
104
With balances
119

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

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
Newport Group, Inc. Participant loan processing, Recordkeeping, Recordkeeping fees $19,024
Pnc Institutional Asset Management Investment advisory (plan), Direct payment from the plan $12,139