Great Lakes Energy Union 401(k) Plan
Sponsored by Great Lakes Energy Cooperative, Inc · EIN 383321875 · Plan #003
- Total assets
- $27.4M
- Net assets
- $27.4M
- Active participants
- 137
- With balances
- 153
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $28,772 |
| Global Retirement Partners | Insurance services, Investment advisory (plan), Insurance brokerage commissions | $15,000 |