How big is ZOO Atlanta's plan?

ZOO Atlanta's plan reported $12.4M in assets and 320 participants for 2024.

Original filing (PDF)20250818121314NAL0000636499001

ZOO Atlanta

Name: ZOO Atlanta — ZOO Atlanta Retirement Savings Plan, Form 5500 (2024)
Creator: ZOO Atlanta
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ZOO Atlanta Retirement Savings Plan

403(b) retirement plan · ZOO Atlanta's ZOO Atlanta Retirement Savings Plan held $12.4M in plan assets for 320 participants in 2024, with Empower as recordkeeper.

Active participants

320

Accounts w/ balance

224

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

People on this filing

Wednesda Furman signed ZOO Atlanta's 2024 Form 5500 as plan administrator.

Wednesda Furman — 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

ZOO Atlanta's EIN is 58-1655184.

EIN 58-1655184

Plan number 002

Plan year 2024

ACK ID 20250818121314NAL0000636499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ZOO Atlanta from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ZOO Atlanta's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZOO ATLANTA.

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How this plan invests

This plan

47 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

ZOO ATLANTA

EIN

all filings

Address

800 CHEROKEE AVE, SE · ATLANTA, GA · 30315

Phone

(404) 624-5993

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

2025-08-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

WINDHAM BRANNON, LLC

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$30K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$3K	—

Investments

47 direct securities· $12.4M(100% of reported assets)

Mutual Funds

$10.1M

22 holdings

Other securities

$1.3M

18 holdings

Common Collective Trusts

$965K

3 holdings

Common Stocks

$62K

1 holding

Stable Value

$23K

1 holding

U.S. Treasuries

$17K

1 holding

Cash / Money Market

$3K

1 holding

					% of plan
American Funds 2030 TRGT DATE RETIRE R6	Mutual Funds	—	—	$1.9M	15.3%
American Funds 2040 TRGT DATE RETIRE R6	Mutual Funds	—	—	$1.8M	14.7%
American Funds 2045 TRGT DATE RETIRE R6	Mutual Funds	—	—	$1.5M	12.1%
American Funds 2050 TRGT DATE RETIRE R6	Mutual Funds	—	—	$1.2M	9.4%
American Funds 2025 TRGT DATE RETIRE R6	Mutual Funds	—	—	$1.1M	9.1%
American Funds 2035 TRGT DATE RETIRE R6	Mutual Funds	—	—	$953K	7.7%
Fidelity 500 INDEX FUND	Common Collective Trusts	—	—	$804K	6.5%
American Funds 2055 TRGT DATE RETIRE R6	Mutual Funds	—	—	$380K	3.1%
MassMutual CAPITAL PRESERVATION ACCOUNT	Other securities	—	—	$357K	2.9%
Vanguard TOTAL INTL STOCK INDEX ADMIRAL	Mutual Funds	—	—	$283K	2.3%
Baird CORE PLUS BOND FUND	Other securities	—	—	$279K	2.3%
JP Morgan JP MORGAN LARGE CAP GROWTH R6	Other securities	—	—	$236K	1.9%
American Funds 2060 TRGT DATE RETIRE R6	Mutual Funds	—	—	$179K	1.4%
Vanguard SMALL CAP INDEX ADM	Mutual Funds	—	—	$174K	1.4%
Lincoln Nat’l Life - Multifund LVIP DIMENSIONAL U.S. CORE EQUITY 1	Mutual Funds	—	—	$162K	1.3%
Vanguard MID CAP INDEX FUND ADMIRAL	Common Collective Trusts	—	—	$147K	1.2%
American Funds US GOVERNMENT SEC R6	Mutual Funds	—	—	$95K	0.8%
American Funds 2020 TRGT DATE RETIRE R6	Mutual Funds	—	—	$91K	0.7%
Lincoln Nat’l Life - Multifund LVIP BARON GROWTH OPPORTUNITIES	Other securities	—	—	$87K	0.7%
American Funds 2065 TRGT DATE RETIRE R6	Mutual Funds	—	—	$81K	0.7%
MULTIFUND MID-CAP GROWTH * LINCOLN NAT'L LIFE - MACQUARIE SMALL CAP VALUE	Other securities	—	—	$73K	0.6%
Lincoln Nat’l Life - Multifund LVIP MACQUARIE US REIT FUND	Common Stocks	—	—	$62K	0.5%
Lincoln Nat’l Life - Multifund LVIP MACQUARIE MID CAP VALUE FUND	Other securities	—	—	$60K	0.5%
JP Morgan JP MORGAN EQUITY INCOME R6	Other securities	—	—	$49K	0.4%
American Funds 2015 TRGT DATE RETIRE R6	Mutual Funds	—	—	$44K	0.4%
Nuveen REAL ESTATE SECURITIES SELECT R6	Mutual Funds	—	—	$40K	0.3%
Blackrock MID-CAP GROWTH EQITY K	Other securities	—	—	$34K	0.3%
Lincoln Nat’l Life - Multifund LINCOLN STABLE VALUE	Stable Value	—	—	$23K	0.2%
Federated Kaufmann FEDERATED HERMES KAUFMANN SMALL CP R6	Other securities	—	—	$21K	0.2%
Lincoln Nat’l Life - Multifund FIDELITY VIP CONTRAFUND	Mutual Funds	—	—	$20K	0.2%
Lincoln Nat’l Life - Multifund LVIP MACQUARIE SOCIAL AWARENESS	Other securities	—	—	$18K	0.1%
Fidelity US SUSTAINABILITY INDEX INSTL	Mutual Funds	—	—	$18K	0.1%
Nuveen CORE IMPACT BOND R6 2 * Notes Receivable from Participants Interest Rates at 4.25% to 9.50%	U.S. Treasuries	—	—	$17K	0.1%
JP Morgan JP MORGAN EMERGING MARKETS EQUITY R6	Other securities	—	—	$16K	0.1%
MULTIFUND * LINCOLN NAT'L LIFE - LVIP SSGA S&P 500 INDEX	Common Collective Trusts	—	—	$14K	0.1%
MFS INTERNATIONAL GROWTH R6	Mutual Funds	—	—	$14K	0.1%
Lincoln Nat’l Life - Multifund LVIP MACQUARIE SMID CAP CORE SERIES	Other securities	—	—	$13K	0.1%
MULTIFUND * LINCOLN NAT'L LIFE - FIXED ACCT	Other securities	—	—	$13K	0.1%
DFA US TARGETED VALUE I	Mutual Funds	—	—	$12K	0.1%
MULTIFUND * LINCOLN NAT'L LIFE - FIXED ACCOUNT	Other securities	—	—	$10K	<0.1%
Lincoln Nat’l Life - Multifund FIDELITY VIP GROWTH	Mutual Funds	—	—	$8K	<0.1%
Lincoln Nat’l Life - Multifund LVIP T. ROWE PRICE STRUCTURED MID-CAP	Other securities	—	—	$5K	<0.1%
Lincoln Nat’l Life - Multifund LVIP MACQUARIE BOND	Other securities	—	—	$4K	<0.1%
Lincoln Nat’l Life - Multifund LVIP GOVERNMENT MONEY MARKET	Cash / Money Market	—	—	$3K	<0.1%
Lincoln Nat’l Life - Multifund LVIP SSGA SMALL-CAP INDEX	Other securities	—	—	$2K	<0.1%
Lincoln Nat’l Life - Multifund AMERICAN FUNDS INTERNATIONAL	Mutual Funds	—	—	$2K	<0.1%
Lincoln Nat’l Life - Multifund LVIP BLACKROCK DIVIDEND VALUE MNGDVLTLTY	Other securities	—	—	$2K	<0.1%