# Great Lakes Wine And Spirits, LLC 401(k) Plan
Source: https://planprovider.pro/companies/great-lakes-wine-and-spirits-llc-401k-plan

> Great Lakes Wine And Spirits, LLC's 401(k) plan: 353 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 Wine And Spirits, LLC

- **Sponsor EIN:** 261689149

- **Sponsor Address:** 373 VICTOR AVENUE, HIGHLAND PARK, MI, 48203

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

- **Total Participants:** 353

- **Total Assets:** $13.3M

## 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.|

| 2024|353|$13.3M|$421,322|$725,048|

| 2023|382|$12.8M|$383,670|$696,837|

| 2022|358|$11.3M|$369,600|$512,625|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$42,994|—|$42,994|

| UHY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UHY, LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,994

- **Estimated Expense Ratio:** 0.323% 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|$48,786|—|—|—|—|

| 2023|$14,495|—|—|—|—|

| 2022|$14,645|—|—|—|—|

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- [Great Lakes Wine & Spirits, LLC](https://planprovider.pro/companies/great-lakes-wine-spirits-llc-401k-plan-002) — 1,067 participants

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