Fort Worth Zoological Association Savings Plan
Sponsored by Fort Worth Zoological Association · EIN 750991727 · Plan #001
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 513
- With balances
- 273
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $9,609 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $4,362 |
| Ubs Financial Svcs Ins Agcy Inc | Other commissions | $0 |