Omaha Zoological Society Retirement Plan And Trust
Sponsored by Omaha Zoological Society · EIN 470469782 · Plan #002
- Total assets
- $27.8M
- Net assets
- $27.8M
- Active participants
- 365
- With balances
- 441
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 |
|---|---|---|
| Lincoln National Corporation | Recordkeeping fees, Participant loan processing, Other fees | $16,294 |
| Security National Bank | Trustee (institutional), Direct payment from the plan | $8,091 |
| Futureplan By Ascensus | Recordkeeping, Named fiduciary | $6,236 |