· 2022–2024 · DOL EFAST2

THE CLEVELAND ZOOLOGICAL SOCIETY — THE CLEVELAND ZOOLOGICAL SOCIETY 403(B) RETIREMENT, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250729123929NAL0003287553001

THE CLEVELAND ZOOLOGICAL SOCIETY

Form 5500-SF

FILING_RECEIVED

THE CLEVELAND ZOOLOGICAL SOCIETY 403(B) RETIREMENT

403(b) retirement plan

Active participants

22

Accounts w/ balance

34

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score

88

/ 100

Grade A

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

57

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CLEVELAND ZOOLOGICAL SOCIETY.

Plan sponsor

Name

THE CLEVELAND ZOOLOGICAL SOCIETY

EIN

34-0816490

Address

3900 WILDLIFE WAY · CLEVELAND, OH · 44109

Phone

(216) 635-3342

Industry

Other Services (ex. Public Admin)see 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

2025-07-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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