Original filing (PDF)20251008150543NAL0003377651001

EAST COAST ZOOLOGICAL SOCIETY OF FLORIDA, INC.

Name: EAST COAST ZOOLOGICAL SOCIETY OF FLORIDA, INC. — EAST COAST ZOOLOGICAL SOCIETY OF FLORIDA, INC. 403(B) PLAN, Form 5500 (2024)
Creator: EAST COAST ZOOLOGICAL SOCIETY OF FLORIDA, INC.

Form 5500

FILING_RECEIVED

EAST COAST ZOOLOGICAL SOCIETY OF FLORIDA, INC. 403(B) PLAN

401(k) retirement plan

Signals · 2

Possibly inadequate fidelity bondNo recordkeeper disclosed

Active participants

244

Accounts w/ balance

228

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

How this plan invests

This plan

19 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAST COAST ZOOLOGICAL SOCIETY OF FLORIDA, INC..

Plan sponsor

Name

EAST COAST ZOOLOGICAL SOCIETY OF FLORIDA, INC.

EIN

59-2496749

Address

8225 NORTH WICKHAM ROAD · MELBOURNE, FL · 32940

Phone

(321) 254-9453

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

2025-10-08

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2L · 403(b)(1) annuity

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

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

19 direct securities· $2.8M(93% of reported assets)

Other securities

$2.7M

17 holdings

Bonds / Notes

$21K

1 holding

Cash / Money Market

$7K

1 holding

					% of plan
American Funds 2035 Target Date Retirement Fund Registered investment company	Other securities	—	—	$436K	14.6%
American Funds 2055 Target Date Retirement Fund Registered investment company	Other securities	—	—	$410K	13.7%
American Funds 2030 Target Date Retirement Fund Registered investment company	Other securities	—	—	$350K	11.7%
American Funds 2040 Target Date Retirement Fund Registered investment company	Other securities	—	—	$317K	10.6%
American Funds 2045 Target Date Retirement Fund Registered investment company	Other securities	—	—	$295K	9.9%
American Funds 2050 Target Date Retirement Fund Registered investment company	Other securities	—	—	$285K	9.5%
American Funds 2060 Target Date Retirement Fund Registered investment company	Other securities	—	—	$244K	8.2%
AMCAP Fund Registered investment company	Other securities	—	—	$164K	5.5%
Washington Mutual Investors Fund Registered investment company	Other securities	—	—	$45K	1.5%
American Funds 2065 Target Date Retirement Fund Registered investment company	Other securities	—	—	$36K	1.2%
Smallcap World Fund Registered investment company	Other securities	—	—	$29K	1.0%
New World Fund Registered investment company	Other securities	—	—	$27K	0.9%
Europacific Growth Fund of America Registered investment company	Other securities	—	—	$26K	0.9%
American Funds 2025 Target Date Retirement Fund Registered investment company	Other securities	—	—	$26K	0.9%
The Bond of America Registered investment company	Other securities	—	—	$22K	0.7%
Participant loans Interest rates range from 4.25% to 6.50%	Bonds / Notes	—	—	$21K	0.7%
American Funds 2020 Target Date Retirement Fund Registered investment company	Other securities	—	—	$15K	0.5%
The Investment Company of America Registered investment company	Other securities	—	—	$13K	0.4%
American Funds US Govt Money Market R4 Fund Money market fund	Cash / Money Market	—	—	$7K	0.3%