# Greater Opportunities 403(b) Plan
Source: https://planprovider.pro/companies/greater-opportunities-403b-plan

> Greater Opportunities's 403(b) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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|$25,541|—|$2,380|—|—|

| 2023|$30,994|$14,918|$2,552|—|—|

| 2022|—|—|—|—|—|

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