# Great Lakes Cheese Co DC Plan
Source: https://planprovider.pro/companies/great-lakes-cheese-co-plan

> Great Lakes Cheese Co's DC plan: 3,624 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — INV ADV, PARTICIPANTS

- [MEADEN AND MOORE](https://planprovider.pro/provider/meaden-and-moore-ltd) — 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|

## Similar Plans

- [Great Lakes Cheese Co., INC.](https://planprovider.pro/companies/great-lakes-cheese-co-inc-plan-003) — 4,370 participants

- [Lakeview Farms Holdings, INC.](https://planprovider.pro/companies/lakeview-farms-holdings-inc-401k-plan) — 914 participants

- [Graeter'S Manufacturing Co.](https://planprovider.pro/companies/graeter-s-manufacturing-co-401k-plan) — 613 participants

- [Smithfoods INC.](https://planprovider.pro/companies/smithfoods-inc-401k-plan) — 437 participants

- [Biery Cheese Company](https://planprovider.pro/companies/biery-cheese-company-401k-plan) — 389 participants

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