Zoological Society Of Philadelphia Retirement Plan
Sponsored by Zoological Society Of Philadelphia · EIN 231352298 · Plan #001
- Total assets
- $8.0M
- Net assets
- $7.9M
- Active participants
- 22
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Grant Thornton Llp | Accounting, Direct payment from the plan | $67,867 |
| Conrad Siegel Actuaries | Actuarial, Direct payment from the plan | $24,300 |
| Nfp Insurance Services Inc. | Insurance agents and brokers, Direct payment from the plan | $21,899 |
| Vanguard Advisor Inc. | Recordkeeping, Trustee (institutional), Investment advisory (plan) | $21,664 |
| Us Bank | Recordkeeping, Trustee (institutional), Direct payment from the plan | $6,613 |