# Greater Educational Opportunities Foundation 401(k) Plan
Source: https://planprovider.pro/companies/greater-educational-opportunities-foundation-401k-plan

> Greater Educational Opportunities Foundation's 401(k) plan: 512 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| AMERIPRISE FINANCIAL SERVICES, INC|BROKER|—|$32,542|$32,542|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [AMERIPRISE FINANCIAL SERVICES, INC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — BROKER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,542

- **Estimated Expense Ratio:** 0.393% of plan assets

### 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|—|—|

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