Christine Monsen signed Greater Opportunities' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greater Opportunities' EIN is 16-0909190.
Download the official 2024 Form 5500 (PDF) for Greater Opportunities from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Greater Opportunities' plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILESTONE CONSULTANTS | 47-2374702 | WHITNEY POINT, NY | INVST ADVISOR | $20K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIMKUS, MARCIANO & ASSOCIATES | 22-2725182 | ROCHESTER, NY | TPA | $3K | — |
