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Original filing (PDF)20250410084925NAL0023960897001
NAPLES ZOO, INC.
Form 5500-SF
FILING_RECEIVED
NAPLES ZOO, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
Late filing · 4.8 mo
Active participants
105
Accounts w/ balance
82
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
71
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Filed 4.8 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAPLES ZOO, INC..
Plan sponsor
Name
NAPLES ZOO, INC.
EIN
56-2412630
Address
1590 GOODLETTE RD. · NAPLES, FL · 34102
Phone
(239) 262-5409
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-04-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
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 providersRelated plans
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