San Diego Zoo Wildlife Alliance 403(b) Plan
Sponsored by San Diego Zoo Wildlife Alliance · EIN 951648219 · Plan #004
- Total assets
- $186M
- Net assets
- $186M
- Active participants
- 3,042
- With balances
- 2,793
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $210,806 |
| Meketa Investment Group Inc | Investment advisory (plan), Direct payment from the plan | $44,929 |