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Original filing (PDF)20251001163144NAL0014542608001
GREAT LAKES COMMUNITY ACTION PARTNERSHIP
Form 5500
FILING_RECEIVED
GREAT LAKES COMMUNITY ACTION PARTNERSHIP 403(B) TAX SHELTERED ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
532
Accounts w/ balance
711
Plan assets (EOY)
$26.7M
Net assets (EOY)
$26.7M
How this plan invests
This plan
1 pooled trust
Schedule D
62 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREAT LAKES COMMUNITY ACTION PARTNERSHIP.
Plan sponsor
Name
GREAT LAKES COMMUNITY ACTION PARTNERSHIP
EIN
34-0975934
Address
127 SOUTH FRONT STREET · FREMONT, OH · 43420
Phone
(419) 334-8911
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
S.R. SNODGRASS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUST COMPANY OF TOLEDO | — | HOLLAND, OH | NONE | $66K | — |
Investments
62 direct securities · 1 pooled fund· $29.0M(100% 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.
Uncategorized
$26.7M
62 holdings
Pooled Separate Account
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index NR | — | — | — | $4.1M | 15.5% | |
| Vanguard Total Bond Market Index Fund NR | — | — | — | $3.3M | 12.3% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GI EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $2.3M | 8.8% | |
| Vanguard Developed Mkts Index-Adm NR | — | — | — | $1.5M | 5.4% | |
| Fidelity Contra Fund NR | — | — | — | $1.4M | 5.3% | |
| T. Rowe Price Mid Cap Growth Fund NR | — | — | — | $1.1M | 4.1% | |
| Principal Mid Cap Value Fund NR | — | — | — | $1.0M | 3.8% | |
| Vanguard Equity Income-Admiral Fund NR | — | — | — | $1.0M | 3.8% | |
| T. Rowe Price QM Small Cap Growth Fund NR | — | — | — | $924K | 3.5% | |
| Northern Trust Treasury Portfolio NR | — | — | — | $901K | 3.4% | |
| Northern Trust Ultra-Short Fixed Income Fund NR | — | — | — | $868K | 3.3% | |
| Vanguard Dividend Growth Fund NR | — | — | — | $806K | 3.0% | |
| Northern Trust Short Bond A Fund NR | — | — | — | $795K | 3.0% | |
| Fidelity Intl Small Cap NR | — | — | — | $765K | 2.9% | |
| Alger Capital Appreciation Institutional Fund NR | — | — | — | $726K | 2.7% | |
| Cohen & Steers Institutional Realty Shares NR | — | — | — | $683K | 2.6% | |
| Vanguard Short-Term Federal Fund NR | — | — | — | $662K | 2.5% | |
| Northern Trust Core Bond A Fund NR | — | — | — | $651K | 2.4% | |
| T. Rowe Price Emerging Market Stock Fund NR | — | — | — | $584K | 2.2% | |
| Empower Mod Aggr Profile I Fund I NR | — | — | — | $581K | 2.2% | |
| Vanguard Extended Market Index-Admiral NR | — | — | — | $502K | 1.9% | |
| Notes receivable from participants Interest rates ranging form 4.25%–8.00% | — | — | — | $424K | 1.6% | |
| Invesco International Growth Fund NR | — | — | — | $411K | 1.5% | |
| Empower S&P 500 INDEX FUND INV NR | — | — | — | $406K | 1.5% | |
| T. Rowe Price International New Asia Fund NR | — | — | — | $359K | 1.3% | |
| Loomis Sayles Strategic Income Y NR | — | — | — | $266K | 1.0% | |
| Bridgeway Small Cap Value NR | — | — | — | $222K | 0.8% | |
| Empower Jensen Quality Growth R Fund NR 595 * Empower Invesco Global A NR | — | — | — | $196K | 0.7% | |
| Empower Aggressive Profile I Fund I NR | — | — | — | $147K | 0.5% | |
| Empower Federated Hermes Govt Obligations NR | — | — | — | $131K | 0.5% | |
| Empower Guaranteed Certificate Fund NR | — | — | — | $120K | 0.4% | |
| Empower Davis New York Venture Fund NR 569 * Empower Fidelity VIP Growth Portfolio Fund NR | — | — | — | $110K | 0.4% | |
| Neuberger Berman Real Estate Fund NR | — | — | — | $88K | 0.3% | |
| Empower Daily Interest Guaranteed Fund NR | — | — | — | $80K | 0.3% | |
| Empower American Funds Growth Fund NR | — | — | — | $71K | 0.3% | |
| Empower Invesco American Value Fund NR | — | — | — | $67K | 0.3% | |
| Empower Bond Index Fund I NR | — | — | — | $64K | 0.2% | |
| Empower Artisan International Fund NR | — | — | — | $60K | 0.2% | |
| Empower Invesco Small Cap Growth Fund I NR | — | — | — | $57K | 0.2% | |
| Empower Moderate Profile I Fund I NR | — | — | — | $54K | 0.2% | |
| Empower Alger Mid Cap Growth Portfolio Fund NR 779 * Empower American Century Equity Income Fund NR | — | — | — | $53K | 0.2% | |
| Empower Royce Total Return Fund NR | — | — | — | $51K | 0.2% | |
| Trust Company of Toledo Noninterest-bearing cash NR | — | — | — | $47K | 0.2% | |
| Empower Large Cap Value Investor Fund II NR | — | — | — | $31K | 0.1% | |
| Empower Conservative Profile Fund I NR | — | — | — | $27K | 0.1% | |
| Notes receivable from participants Accrued interest | — | — | — | $25K | <0.1% | |
| Empower Fidelity VIP Contrafund Fund NR | — | — | — | $23K | <0.1% | |
| Empower Columbia Mid Cap Value Fund NR | — | — | — | $22K | <0.1% | |
| Empower Invesco American Franchise Fund NR | — | — | — | $21K | <0.1% | |
| Empower Invesco Discovery Mid Cap Growth Fund NR 83 * Empower Invesco Discovery Large Cap NR | — | — | — | $21K | <0.1% | |
| Empower Janus Forty T Fund NR | — | — | — | $20K | <0.1% | |
| Empower Lifetime 2045 Fund T NR | — | — | — | $19K | <0.1% | |
| Empower S&P Small Cap 600 Index Fund I NR | — | — | — | $18K | <0.1% | |
| Empower Mid Cap Value NR | — | — | — | $16K | <0.1% | |
| Empower Invesco Comstock Fund NR | — | — | — | $12K | <0.1% | |
| Empower Putnam International Capital Opp R Fund NR | — | — | — | $11K | <0.1% | |
| Empower Janus Global Research Fund NR | — | — | — | $11K | <0.1% | |
| Empower PIMCO Total Return Fund NR | — | — | — | $10K | <0.1% | |
| Empower Mod Conserv Profile Fund I NR | — | — | — | $8K | <0.1% | |
| Empower US Government Mortgage Security Fund I NR | — | — | — | $6K | <0.1% | |
| Empower T. Rowe Price Mid Cap GR Fund I NR | — | — | — | $3K | <0.1% | |
| Empower International Value Fund I NR | — | — | — | $3K | <0.1% | |
| Empower Putnam High Yield Advantage Fund NR | — | — | — | $2K | <0.1% |
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