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Original filing (PDF)20251013080913NAL0000365891001
GREATER THAN ONE, INC.
Form 5500
FILING_RECEIVED
GREATER THAN ONE 401(K) PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
150
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREATER THAN ONE, INC..
Plan sponsor
Name
GREATER THAN ONE, INC.
EIN
13-4102453
Address
325 HUDSON STREET · 4TH FLOOR · NEW YORK, NY · 10013
Phone
(212) 515-6006
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FIDELITY MANAGEMENT TRUST COMPANY
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | RECORDKEEPER | $45K | — |
Investments
17 direct securities· $6.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Builder 2040 Mutual Funds | — | — | — | $1.4M | 20.4% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $1.1M | 15.6% | |
| Fidelity Investments Money Market | — | — | — | $901K | 13.4% | |
| Fidelity Freedom Builder 2045 Mutual Funds | — | — | — | $794K | 11.8% | |
| Fidelity Freedom Builder 2060 Mutual Funds | — | — | — | $767K | 11.4% | |
| Fidelity Freedom Builder 2035 Mutual Funds | — | — | — | $532K | 7.9% | |
| Fidelity Freedom Builder 2055 Mutual Funds | — | — | — | $463K | 6.9% | |
| Fidelity Freedom Builder 2050 Mutual Funds | — | — | — | $446K | 6.6% | |
| Fidelity Freedom Builder 2030 Mutual Funds | — | — | — | $126K | 1.9% | |
| Fidelity Freedom Builder 2070 Mutual Funds ** 31 Self-directed account Self-directed account | — | — | — | $95K | 1.4% | |
| Fidelity Freedom Builder 2025 Mutual Funds | — | — | — | $86K | 1.3% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $27K | 0.4% | |
| Fidelity Small Cap Index Mutual Funds | — | — | — | $27K | 0.4% | |
| Fidelity International Index Mutual Funds | — | — | — | $18K | 0.3% | |
| Notes receivable from participants Interest rate: 9.00% - | — | — | — | $16K | 0.2% | |
| Fidelity Freedom Builder 2065 Mutual Funds | — | — | — | $10K | 0.1% | |
| Fidelity US Bond Index Mutual Funds | — | — | — | $2K | <0.1% |
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