Greater Opportunities 403(b) Plan
Sponsored by Greater Opportunities · EIN 160909190 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 130
- With balances
- 106
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Milestone Consultants, Inc. CRD 286406 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milestone Consultants | Investment advisory (plan) | $20,338 |
| Nationwide | Recordkeeping fees | $18,814 |
| Rimkus, Marciano & Associates | Recordkeeping | $2,800 |