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Original filing (PDF)20251015092400NAL0002078051001
GREATER EDUCATIONAL OPPORTUNITIES FOUNDATION
Form 5500
FILING_RECEIVED
GEO FOUNDATION 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
512
Accounts w/ balance
497
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREATER EDUCATIONAL OPPORTUNITIES FOUNDATION.
Plan sponsor
Name
GREATER EDUCATIONAL OPPORTUNITIES FOUNDATION
EIN
95-4406881
Address
3145 N. MERIDIAN STREET · INDIANAPOLIS, IN · 46208
Phone
(317) 713-4206
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, INC | 41-0973005 | MINNEAPOLIS, MN | BROKER | $0 | — |
Investments
29 direct securities· $8.3M(100% of reported assets)
Uncategorized
$8.2M
27 holdings
Guaranteed Income / GIC
$97K
1 holding
Mutual Funds
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| $ VOYA Target Retirement 2030 R6 Fund | — | — | — | $2.0M | 24.1% | |
| $ VOYA Target Retirement 2035 R6 Fund | — | — | — | $1.8M | 21.5% | |
| $ VOYA Target Retirement 2045 R6 Fund | — | — | — | $945K | 11.4% | |
| $ VOYA Target Retirement 2050 R6 Fund | — | — | — | $789K | 9.5% | |
| VOYA Target Retirement 2040 R6 Fund | — | — | — | $530K | 6.4% | |
| $ VOYA Target Retirement 2055 R6 Fund | — | — | — | $449K | 5.4% | |
| $ VOYA Target Retirement 2060 R6 Fund | — | — | — | $367K | 4.4% | |
| $ VOYA Tg-In Retirement R6 Fund | — | — | — | $317K | 3.8% | |
| $ VOYA Target Retirement 2025 R6 Fund | — | — | — | $270K | 3.3% | |
| $ * Participant loans 4.25 - 9.50% Interest | — | — | — | $242K | 2.9% | |
| $ Am Funds Mod Grw & Inc R6 Fund | — | — | — | $127K | 1.5% | |
| * Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $97K | 1.2% | |
| $ MFS Growth R6 Fund | — | — | — | $91K | 1.1% | |
| $ Am Funds Growth R6 Fund | — | — | — | $63K | 0.8% | |
| $ Am Funds Cap Wld G&I R6 Fund | — | — | — | $44K | 0.5% | |
| $ JP Morgan US Equity R6 Fund | — | — | — | $43K | 0.5% | |
| $ Fidelity Adv Total Bond Z R6 Fund | — | — | — | $36K | 0.4% | |
| $ VOYA Target Retirement 2065 R6 Fund | — | — | — | $33K | 0.4% | |
| $ Am Funds Fundamental Inv R6 Fund | — | — | — | $27K | 0.3% | |
| AB Disc Growth Fn Z R6 Fund | — | — | — | $24K | 0.3% | |
| $ Am Funds EuroPacific Grw R6 Fund | — | — | — | $24K | 0.3% | |
| $ Am Funds Wash Mutual Inv R6 Fund | — | — | — | $9K | 0.1% | |
| $ AB Global Bond Z R6 Fund | — | — | — | $9K | 0.1% | |
| VOYA Gov Money Mkt Fnd A | Mutual Funds | — | — | $9K | 0.1% | |
| $ Allspg Spc Sm Cp Val R6 Fund | — | — | — | $6K | <0.1% | |
| $ MssMtl Sm Cap Opp R6 Fund | — | — | — | $6K | <0.1% | |
| $ Columbia Overseas Value Inst 3 Cl R6 Fund | — | — | — | $4K | <0.1% | |
| $ Am Funds Cons Grw & Inc R6 Fund | — | — | — | $3K | <0.1% | |
| $ Macq Small Cap Growth R6 | — | — | — | $2K | <0.1% |
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