Sandra Dickson signed Great Lakes Castings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Great Lakes Castings, LLC's EIN is 30-0784324.
Download the official 2024 Form 5500 (PDF) for Great Lakes Castings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Great Lakes Castings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | INVESTMENT ADVISOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.3M | 25.2% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.4M | 15.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.2M | 12.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $590K | 6.4% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $438K | 4.7% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $395K | 4.3% | |
| Participant loans Interest rates from 5.25% to 10.50% -0- | Bonds / Notes | — | — | $389K | 4.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $356K | 3.8% | |
| NT COL S&P 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $296K | 3.2% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $224K | 2.4% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 46-6138589 / PN 088 | Common Collective Trust | — | — | $214K | 2.3% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $195K | 2.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $163K | 1.8% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $158K | 1.7% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $124K | 1.3% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $117K | 1.3% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $113K | 1.2% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $98K | 1.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $96K | 1.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $96K | 1.0% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $94K | 1.0% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $63K | 0.7% | |
| Principal Smallcap Growth I Fund R6 | Other securities | — | — | $36K | 0.4% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $36K | 0.4% | |
| Allspring Special Small Cap Value R6 | Mutual Funds | — | — | $36K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $12K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ADVISORY GROUP, LLC |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES INC | — | CINCINNATI, OH | CONTRACT ADMIN | $0 | — |
