Plan Snapshot
- Plan Sponsor: Great Lakes Wine & Spirits, LLC
- Sponsor EIN: 261689149
- Sponsor Address: 373 VICTOR AVE., HIGHLAND PARK, MI, 48203
- Plan Type: 401(k)
- Total Participants: 229
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 229 | $3.6M | $179,324 | $338,199 |
| 2023 | 264 | $3.6M | $185,945 | $359,679 |
| 2022 | 299 | $3.4M | $126,967 | $258,222 |
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 |
|---|---|---|---|---|
| UHY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $39,565 | — | — | — | — |
| 2023 | $18,818 | — | — | — | — |
| 2022 | $18,883 | — | — | — | — |