# Chautauqua Opportunities, INC. 403(b) Plan
Source: https://planprovider.pro/companies/chautauqua-opportunities-inc-plan

> Chautauqua Opportunities, INC.'s 403(b) plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chautauqua Opportunities, INC.

- **Sponsor EIN:** 160905222

- **Sponsor Address:** 17 W COURTNEY ST, DUNKIRK, NY, 140482754

- **Plan Type:** 403(b)

- **Total Participants:** 239

- **Total Assets:** $5.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|239|$5.6M|$227,472|$218,897|

| 2023|238|$4.9M|$213,276|$238,542|

| 2022|182|$4.3M|$118,183|$217,492|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EFPR GROUP LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EFPR GROUP LLC](https://planprovider.pro/provider/efpr-group-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$3,254|—|—|—|—|

| 2023|$1,424|—|—|—|—|

| 2022|$2,814|—|—|—|—|

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