AUMdb

Great Lakes Management 401(k) Retirement Savings Plan

Sponsored by Great Lakes Management · EIN 411614587 · Plan #001

Total assets
$11.5M
Net assets
$11.5M
Active participants
1,023
With balances
572

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $63,369
The Hays Financial Group, Llc Recordkeeping, Trustee (institutional), Other services $51,663