# Great Lakes Wine & Spirits, LLC 401(k) Plan
Source: https://planprovider.pro/companies/great-lakes-wine-spirits-llc-401k-plan-004

> Great Lakes Wine & Spirits, LLC's 401(k) plan: 229 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 & 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](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:** $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|—|—|—|—|

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