Plan Snapshot
- Plan Sponsor: Great Lakes Cheese Co
- Sponsor EIN: 341015620
- Sponsor Address: 17955 GREAT LAKES PKWY, HIRAM, OH, 442341806
- Plan Type: DC
- Total Participants: 3,624
- Total Assets: $501.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,624 | $501.7M | $10.9M | $0 |
| 2023 | 3,408 | $504.3M | $11.5M | $0 |
| 2022 | 3,129 | $410.4M | $9.6M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UBS | INV ADV, PARTICIPANTS | $286,113 | — | $286,113 |
| PRINCIPAL FINANCIAL | RECORDKEEPER/BOOKKEEPER | $113,003 | — | $113,003 |
| FIRST FIDUCIARY | INVESTMENT MANAGEMENT | $109,599 | — | $109,599 |
| MEADEN AND MOORE | ACCOUNTANT | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS — INV ADV, PARTICIPANTS
- MEADEN AND MOORE — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $520,715
- Estimated Expense Ratio: 0.104% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $488,490 | $275,667 | $87,820 | — | — |
| 2023 | $481,630 | — | $99,762 | — | — |
| 2022 | $595,348 | — | $101,047 | — | $129,639 |