Original filing (PDF)20250930135316NAL0013314608001

ZOOLOGICAL SOCIETY OF PITTSBURGH

Name: ZOOLOGICAL SOCIETY OF PITTSBURGH — ZOOLOGICAL SOCIETY OF PITTSBURGH 403(B) PLAN, Form 5500 (2024)
Creator: ZOOLOGICAL SOCIETY OF PITTSBURGH

Form 5500

FILING_RECEIVED

ZOOLOGICAL SOCIETY OF PITTSBURGH 403(B) PLAN

403(b) retirement plan

Active participants

104

Accounts w/ balance

119

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZOOLOGICAL SOCIETY OF PITTSBURGH.

Plan sponsor

Name

ZOOLOGICAL SOCIETY OF PITTSBURGH

EIN

25-1418766

Address

ONE WILD PLACE · PITTSBURGH, PA · 15206

Phone

(412) 365-2510

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

SCHNEIDER DOWNS & CO., INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	NONE	$19K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC INSTITUTIONAL ASSET MANAGEMENT	22-1146430	—	NONE	$12K	—

Investments

27 direct securities· $6.7M(90% of reported assets)

Other securities

$6.4M

25 holdings

Cash / Money Market

$223K

1 holding

Participant loans

$52K

1 holding

					% of plan
American Funds Trgt Date Ret 2040 R6 American Funds 0	Other securities	—	—	$871K	11.7%
American Funds Trgt Date Ret 2030 R6 American Funds 0	Other securities	—	—	$806K	10.8%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Other securities	—	—	$742K	10.0%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Other securities	—	—	$730K	9.8%
Fidelity Advisor Equity Growth Z Fidelity 0	Other securities	—	—	$592K	7.9%
Invesco Core Plus Bond R6 Invesco 0	Other securities	—	—	$482K	6.5%
Fidelity 500 Index Fund Fidelity 0	Other securities	—	—	$358K	4.8%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Other securities	—	—	$239K	3.2%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Other securities	—	—	$238K	3.2%
Vanguard Federal Money Market Inv Vanguard 0	Cash / Money Market	—	—	$223K	3.0%
MFS Value R6 MFS 0	Other securities	—	—	$177K	2.4%
T. Rowe Price Mid-Cap Value I T. Rowe Price 0	Other securities	—	—	$177K	2.4%
Vanguard Mid-Cap Growth Index Adm Vanguard 0	Other securities	—	—	$157K	2.1%
American Funds Trgt Date Ret 2015 R6 American Funds 0	Other securities	—	—	$145K	1.9%
American Century Strat Allc: Mod R6 American Century 0	Other securities	—	—	$102K	1.4%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Other securities	—	—	$98K	1.3%
American Funds Trgt Date Ret 2010 R6 American Funds 0	Other securities	—	—	$97K	1.3%
American Century Strat Allc: Agrsv R6 American Century 0	Other securities	—	—	$95K	1.3%
Vanguard Small-Cap Index Adm Vanguard 0	Other securities	—	—	$85K	1.1%
American Funds EuroPacific Gr R6 American Funds 0	Other securities	—	—	$67K	0.9%
American Century Strat Allc: Cnsrv R6 American Century 0	Other securities	—	—	$58K	0.8%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$52K	0.7%
Vanguard Developed Mkts Index Adm Vanguard 0	Other securities	—	—	$44K	0.6%
American Funds Trgt Date Ret 2065 R6 American Funds 0	Other securities	—	—	$32K	0.4%
Fidelity Mid Cap Index Fidelity 0	Other securities	—	—	$26K	0.3%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Other securities	—	—	$20K	0.3%
Undiscovered Mgrs Behavioral Val R6 Undiscovered 0	Other securities	—	—	$7K	<0.1%