How big is John G. Shedd Aquarium's plan?

John G. Shedd Aquarium's plan reported $57.3M in assets and 439 participants for 2024.

Original filing (PDF)20251010143446NAL0004706387001

John G. Shedd Aquarium

Name: John G. Shedd Aquarium — John G. Shedd Aquarium, Form 5500 (2024)
Creator: John G. Shedd Aquarium
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

John G. Shedd Aquarium Employees 401(k) Plan

401(k) retirement plan · John G. Shedd Aquarium's John G. Shedd Aquarium Employees 401(k) Plan held $57.3M in plan assets for 439 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosure28% in single holding

Active participants

439

Accounts w/ balance

484

Plan assets (EOY)

$57.3M

Net assets (EOY)

$57.3M

People on this filing

Nancy Anschel signed John G. Shedd Aquarium's 2024 Form 5500 as plan administrator.

Nancy Anschel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

John G. Shedd Aquarium's EIN is 36-2167918.

EIN 36-2167918

Plan number 002

Plan year 2024

ACK ID 20251010143446NAL0004706387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John G. Shedd Aquarium from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John G. Shedd Aquarium's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN G. SHEDD AQUARIUM.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Plan sponsor

Name

JOHN G. SHEDD AQUARIUM

EIN

all filings

Address

1200 SOUTH LAKE SHORE DRIVE · CHICAGO, IL · 60605

Phone

(312) 692-3310

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$49K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

29 direct securities· $56.9M(99% of reported assets)

Mutual Funds

$44.1M

20 holdings

Common Collective Trusts

$10.8M

4 holdings

Other securities

$1.9M

5 holdings

					% of plan
Fidelity Management Trust Company* Fidelity Contrafund K6	Mutual Funds	—	—	$15.8M	27.6%
Fidelity Management Trust Company* Spartan 500 Index Fund	Common Collective Trusts	—	—	$9.3M	16.2%
Fidelity Management Trust Company* Fidelity Freedom K 2040	Mutual Funds	—	—	$4.6M	8.1%
Fidelity Management Trust Company* Fidelity Freedom K 2035	Mutual Funds	—	—	$3.5M	6.1%
Fidelity Management Trust Company* Fidelity Freedom K 2045	Mutual Funds	—	—	$2.9M	5.1%
Fidelity Management Trust Company* Fidelity Freedom K 2030	Mutual Funds	—	—	$2.9M	5.0%
Fidelity Management Trust Company* Fidelity Freedom K 2050	Mutual Funds	—	—	$2.9M	5.0%
Fidelity Management Trust Company* Fidelity Freedom K 2055	Mutual Funds	—	—	$2.4M	4.2%
Fidelity Management Trust Company* Fidelity Diversified International K6 Fund	Mutual Funds	—	—	$1.7M	3.0%
Fidelity Management Trust Company* Money market fund - Fidelity Investment Retirement Money Market Fund	Mutual Funds	—	—	$1.5M	2.7%
Fidelity Management Trust Company* Fidelity Freedom K 2060	Mutual Funds	—	—	$1.5M	2.5%
Pacific Investment Management Company PIMCO Total Return Fund	Mutual Funds	—	—	$1.2M	2.1%
Fidelity Management Trust Company* Spartan External Market Index Fund	Common Collective Trusts	—	—	$844K	1.5%
Columbia Threadneedle Investments Columbia Dividend Income Fund	Other securities	—	—	$831K	1.4%
Fidelity Management Trust Company* Fidelity Freedom K 2025	Mutual Funds	—	—	$774K	1.4%
Fidelity Management Trust Company* Fidelity Small Cap Discovery	Mutual Funds	—	—	$719K	1.3%
Dimensional Fund Advisors DFA U.S. Sustainability Core 1	Mutual Funds	—	—	$675K	1.2%
Fidelity Management Trust Company* Fidelity Freedom K 2015	Mutual Funds	—	—	$584K	1.0%
Fidelity Management Trust Company* Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$480K	0.8%
Alliance Bernstein Alliance Bernstein Discovery Value Fund	Other securities	—	—	$315K	0.6%
interest rates -	Other securities	—	—	$294K	0.5%
JPMorgan Emerging Markets Equity Fund - Class R6	Other securities	—	—	$270K	0.5%
Fidelity Management Trust Company* Fidelity Freedom K 2020	Mutual Funds	—	—	$238K	0.4%
Fidelity Management Trust Company* Spartan Internal Index Fund	Common Collective Trusts	—	—	$223K	0.4%
Allspring SMID Cap Growth Fund	Other securities	—	—	$222K	0.4%
Fidelity Management Trust Company* Fidelity Freedom K 2065	Mutual Funds	—	—	$196K	0.3%
Fidelity Management Trust Company* Fidelity Freedom K Income	Mutual Funds	—	—	$125K	0.2%
Fidelity Management Trust Company* Fidelity Freedom K 2070	Mutual Funds	—	—	$10K	<0.1%
Fidelity Management Trust Company* Fidelity Freedom K 2010	Mutual Funds	—	—	$7K	<0.1%