What public Form 5500 filings show about the Memphis Zoological Society 401(k) plan — and how to find and check your own account.
Memphis Zoological Society (EIN 23-7236155) reports MEMPHIS ZOOLOGICAL SOCIETY RETIREMENT PLAN on its most recent Form 5500, with $8.4M in plan assets across 246 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Memphis Zoological Society filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Memphis Zoological Society 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORINGSTAR INVESTMENT MANAGEMENT L.
