· 2022–2024 · DOL EFAST2

GREATER NIAGARA INVESTORS SERV — GREATER NIAGARA INVESTORS SERV 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240513143608NAL0036646785001

GREATER NIAGARA INVESTORS SERV

Form 5500-SF

FILING_RECEIVED

GREATER NIAGARA INVESTORS SERV 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$664

Net assets (EOY)

$664

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

49

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREATER NIAGARA INVESTORS SERV.

Plan sponsor

Name

GREATER NIAGARA INVESTORS SERV

EIN

45-5163128all filings

Address

4939 LOCKPORT ROAD · NIAGARA FALLS, NY · 14305

Phone

(716) 285-3000

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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