How big is Great Lakes Wine & Spirits, LLC's plan?

Great Lakes Wine & Spirits, LLC's plan reported $43.0M in assets and 1,067 participants for 2024.

Original filing (PDF)20251014165247NAL0001702483001

Great Lakes Wine & Spirits, LLC

Name: Great Lakes Wine & Spirits, LLC — Great Lakes Wine &, Form 5500 (2024)
Creator: Great Lakes Wine & Spirits, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan

401(k) retirement plan · Great Lakes Wine & Spirits, LLC's Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan held $43.0M in plan assets for 1,067 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Signals · 1

Late participant contributions

Active participants

1,067

Accounts w/ balance

500

Plan assets (EOY)

$43.0M

Net assets (EOY)

$42.9M

People on this filing

Stephanie Lyons signed Great Lakes Wine & Spirits, LLC's 2024 Form 5500 as plan administrator.

Stephanie Lyons — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Great Lakes Wine & Spirits, LLC's EIN is 26-1689149.

EIN 26-1689149

Plan number 002

Plan year 2024

ACK ID 20251014165247NAL0001702483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Great Lakes Wine & Spirits, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Great Lakes Wine & Spirits, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREAT LAKES WINE & SPIRITS, LLC.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 3K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).
Bottom-decile employer contributions per participant (8th percentile).

Plan sponsor

Name

GREAT LAKES WINE & SPIRITS, LLC

EIN

all filings

Address

373 VICTOR AVENUE · HIGHLAND PARK, MI · 48203

Phone

(313) 453-2200

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$45K	—

Investments

1 pooled fund· $2.8M(7% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.