AUMdb

Great Lakes Energy Non Union 401(k) Plan

Sponsored by Great Lakes Energy Cooperative, Inc · EIN 383321875 · Plan #001

Total assets
$37.7M
Net assets
$37.7M
Active participants
153
With balances
171

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) $39,042
Global Retirement Partners Insurance services, Investment advisory (plan), Insurance brokerage commissions $26,250