Lincoln Park Zoological Society Retirement Plan
Sponsored by Lincoln Park Zoo · EIN 362512404 · Plan #001
- Total assets
- $40.1M
- Net assets
- $40.1M
- Active participants
- 258
- With balances
- 363
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $122,613 |
| Morgan Stanley Global Banking Opera | Investment advisory (plan), Other fees | $0 |