Kevin Carpenter signed Greater Educational Opportunities Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greater Educational Opportunities Foundation's EIN is 95-4406881.
Download the official 2024 Form 5500 (PDF) for Greater Educational Opportunities Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Greater Educational Opportunities Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, INC | 41-0973005 | MINNEAPOLIS, MN | BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| $ VOYA Target Retirement 2030 R6 Fund | Other securities | — | — | $2.0M | 24.1% | |
| $ VOYA Target Retirement 2035 R6 Fund | Other securities | — | — | $1.8M | 21.5% | |
| $ VOYA Target Retirement 2045 R6 Fund | Other securities | — | — | $945K | 11.4% | |
| $ VOYA Target Retirement 2050 R6 Fund | Other securities | — | — | $789K | 9.5% | |
| VOYA Target Retirement 2040 R6 Fund | Other securities | — | — | $530K | 6.4% | |
| $ VOYA Target Retirement 2055 R6 Fund | Other securities | — | — | $449K | 5.4% | |
| $ VOYA Target Retirement 2060 R6 Fund | Other securities | — | — | $367K | 4.4% | |
| $ VOYA Tg-In Retirement R6 Fund | Other securities | — | — | $317K | 3.8% | |
| $ VOYA Target Retirement 2025 R6 Fund | Other securities | — | — | $270K | 3.3% | |
| $ * Participant loans 4.25 - 9.50% Interest | Bonds / Notes | — | — | $242K | 2.9% | |
| $ Am Funds Mod Grw & Inc R6 Fund | Common Stocks | — | — | $127K | 1.5% | |
| * Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $97K | 1.2% | |
| $ MFS Growth R6 Fund | Mutual Funds | — | — | $91K | 1.1% | |
| $ Am Funds Growth R6 Fund | Other securities | — | — | $63K | 0.8% | |
| $ Am Funds Cap Wld G&I R6 Fund | Other securities | — | — | $44K | 0.5% | |
| $ JP Morgan US Equity R6 Fund | Other securities | — | — | $43K | 0.5% | |
| $ Fidelity Adv Total Bond Z R6 Fund | Mutual Funds | — | — | $36K | 0.4% | |
| $ VOYA Target Retirement 2065 R6 Fund | Other securities | — | — | $33K | 0.4% | |
| $ Am Funds Fundamental Inv R6 Fund | Other securities | — | — | $27K | 0.3% | |
| AB Disc Growth Fn Z R6 Fund | Other securities | — | — | $24K | 0.3% | |
| $ Am Funds EuroPacific Grw R6 Fund | Other securities | — | — | $24K | 0.3% | |
| $ Am Funds Wash Mutual Inv R6 Fund | Other securities | — | — | $9K | 0.1% | |
| $ AB Global Bond Z R6 Fund | Other securities | — | — | $9K | 0.1% | |
| VOYA Gov Money Mkt Fnd A | Mutual Funds | — | — | $9K | 0.1% | |
| $ Allspg Spc Sm Cp Val R6 Fund | Other securities | — | — | $6K | <0.1% | |
| $ MssMtl Sm Cap Opp R6 Fund | Other securities | — | — | $6K | <0.1% | |
| $ Columbia Overseas Value Inst 3 Cl R6 Fund | Other securities | — | — | $4K | <0.1% | |
| $ Am Funds Cons Grw & Inc R6 Fund | Common Stocks | — | — | $3K | <0.1% | |
| $ Macq Small Cap Growth R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
