Plan Snapshot
- Plan Sponsor: Greater Opportunities
- Sponsor EIN: 160909190
- Sponsor Address: 44 WEST MAIN STREET, NORWICH, NY, 13815
- Plan Type: 403(b)
- Total Participants: 130
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 130 | $4.9M | $142,461 | $236,797 |
| 2023 | 136 | $3.7M | $141,813 | $241,875 |
| 2022 | 155 | $3.1M | $128,056 | $214,218 |
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, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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 | $25,541 | — | $2,380 | — | — |
| 2023 | $30,994 | $14,918 | $2,552 | — | — |
| 2022 | — | — | — | — | — |