# Great Lakes Resources, INC. 401(k) Plan
Source: https://planprovider.pro/companies/great-lakes-resources-inc-010786169-501

> Great Lakes Resources, INC.'s 401(k) plan: 527 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Great Lakes Resources, INC.

- **Sponsor EIN:** 010786169

- **Sponsor Address:** 6055 N 91TH STREET, MILWAUKEE, WI, 53225

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 527

- **Total Assets:** $1.4M

## 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.|

| 2025|527|$1.4M|$0|$0|

| 2024|525|$925,045|$3.5M|$1,938|

| 2023|440|$269,584|$3.2M|$915|

| 2022|410|$184,663|$2.0M|$5,158|

## 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|

| FCE BENEFIT ADMINISTRATORS, INC.|Other Service Provider|$184,881|—|$184,881|

| TRUST MANAGEMENT SERVICES|Other Service Provider|$31,579|—|$31,579|

| CLIFTONLARSONALLEN LLP|Other Service Provider|$24,150|—|$24,150|

| FIRST HEALTH GROUP CORP|Other Service Provider|$8,971|—|$8,971|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $249,581

- **Estimated Expense Ratio:** 17.370% 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|

| 2025|$3,449,669|—|$184,881|$24,150|—|

| 2024|$299,176|—|$179,846|$23,100|—|

| 2023|$298,432|—|$211,223|$21,266|—|

| 2022|$211,396|$16,355|$151,952|—|$20,475|

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