Rachel O'CONnell signed Great Lakes Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Great Lakes Services, LLC's EIN is 27-1371313.
Download the official 2024 Form 5500 (PDF) for Great Lakes Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Great Lakes Services, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $187K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $71K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 | Mutual Funds | — | — | $8.7M | 14.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $7.0M | 11.3% | |
| Fidelity Freedom Index 2040 | Mutual Funds | — | — | $6.6M | 10.5% | |
| Fidelity Freedom Index 2055 | Mutual Funds | — | — | $5.5M | 8.8% | |
| Fidelity Freedom Index 2050 | Mutual Funds | — | — | $5.4M | 8.6% | |
| Fidelity Freedom Index 2030 | Mutual Funds | — | — | $5.3M | 8.6% | |
| Fidelity Freedom Index 2035 | Mutual Funds | — | — | $4.7M | 7.6% | |
| Fidelity Freedom Index 2060 | Mutual Funds | — | — | $2.8M | 4.5% | |
| Fidelity Freedom Index 2025 | Mutual Funds | — | — | $2.4M | 3.8% | |
| Fidelity Government Money Market K6 461 * Fidelity Harbor Capital | Mutual Funds | — | — | $2.2M | 3.6% | |
| Fidelity Freedom Index 2020 | Mutual Funds | — | — | $1.7M | 2.7% | |
| Dodge & Cox Stock | Mutual Funds | — | — | $1.6M | 2.6% | |
| Vanguard Mid Cap Index Admin | Mutual Funds | — | — | $1.4M | 2.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $1.3M | 2.1% | |
| Fidelity Freedom Index 2065 | Mutual Funds | — | — | $922K | 1.5% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $824K | 1.3% | |
| DFA US Small Cap Value | Mutual Funds | — | — | $816K | 1.3% | |
| Wasatch Small Cap Growth | Other securities | — | — | $713K | 1.1% | |
| Dodge & Cox Income | Mutual Funds | — | — | $608K | 1.0% | |
| GG EUROPAC GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $578K | 0.9% | |
| Fidelity Freedom Index 2015 | Mutual Funds | — | — | $340K | 0.5% | |
| DFA International Small Co I | Mutual Funds | — | — | $241K | 0.4% | |
| Pioneer Strategic Income Y | Other securities | — | — | $235K | 0.4% | |
| Fidelity Freedom Index 2010 | Mutual Funds | — | — | $151K | 0.2% | |
| Fidelity Freedom Index Income W | Mutual Funds | — | — | $83K | 0.1% | |
| Vanguard Inflation Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $38K | <0.1% | |
| Fidelity Freedom Index 2070 | Mutual Funds | — | — | $6K | <0.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
