Plan Snapshot
- Plan Sponsor: Greater Educational Opportunities Foundation
- Sponsor EIN: 954406881
- Sponsor Address: 3145 N. MERIDIAN STREET, INDIANAPOLIS, IN, 46208
- Plan Type: 401(k)
- Total Participants: 512
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 512 | $8.3M | $658,983 | $709,390 |
| 2023 | 600 | $7.0M | $434,938 | $546,421 |
| 2022 | 495 | $5.4M | $411,720 | $508,672 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $33,455 | — | $18,900 | — | — |
| 2023 | $60,925 | — | — | — | — |
| 2022 | $9,426 | — | $9,426 | — | — |