Plan Snapshot
- Plan Sponsor: Great Lakes Health Partners, LLC
- Sponsor EIN: 844075711
- Sponsor Address: 2801 COHO ST SUITE 302, MADISON, WI, 53713
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 467 | $2.3M | $250,819 | $753,992 |
| 2023 | 395 | $1.4M | $156,395 | $430,935 |
| 2022 | 330 | $729,516 | $43,826 | $127,958 |
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 |
|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | Recordkeeper | $11,551 | — | $11,551 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUMAN INTEREST ADVISOR LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,551
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 |
|---|---|---|---|---|---|
| 2025 | $594,521 | $14,984 | — | — | — |
| 2024 | $11,551 | $11,551 | — | — | — |
| 2023 | $4,820 | $4,820 | — | — | — |
| 2022 | $954 | $954 | — | — | — |