Houston Zoo Employees' 401(k) Plan
Sponsored by Houston Zoo, Inc. · EIN 741590271 · Plan #001
- Total assets
- $28.2M
- Net assets
- $28.2M
- Active participants
- 407
- With balances
- 605
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 |
|---|---|---|
| Legacy Wealth Management Inc CRD 108619 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $73,532 |
| Legacy Asset Management Inc | Investment advisory (participants) | $15,807 |