Plan Snapshot
- Plan Sponsor: Greater Than One, INC.
- Sponsor EIN: 134102453
- Sponsor Address: 325 HUDSON STREET, NEW YORK, NY, 10013
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 52 | $6.7M | $179,905 | $413,832 |
| 2023 | 46 | $7.1M | $176,036 | $410,088 |
| 2022 | 48 | $5.7M | $72,551 | $407,997 |
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 |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | RECORDKEEPER | $45,149 | — | $45,149 |
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,149
- Estimated Expense Ratio: 0.670% 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 | $45,149 | — | — | — | — |
| 2023 | $39,706 | — | — | — | — |
| 2022 | $51,845 | — | — | — | — |