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Original filing (PDF)20251002164800NAL0000433027001
GREAT DANE LLC
Form 5500
FILING_RECEIVED
GREAT DANE LLC EMPLOYEE'S RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,545
Accounts w/ balance
5,234
Plan assets (EOY)
$256.0M
Net assets (EOY)
$256.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
20 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 DANE LLC.
Plan sponsor
Name
GREAT DANE LLC
EIN
36-4120610
Address
222 NORTH LASALLE STREET, SUITE 920 · CHICAGO, IL · 60601
Phone
(773) 254-5533
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $217K | — |
Investments
20 direct securities · 13 pooled funds· $382.0M(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
$194.0M
19 holdings
Common Collective Trust
$126.0M
13 holdings
Mutual Funds
$62.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Institutional Index Fund N/R | Mutual Funds | — | — | $62.0M | 24.2% | |
| Money Market Fund Vanguard Group Vanguard Extended Market Index Inst. Fund N/R | — | — | — | $23.3M | 9.1% | |
| Vanguard Group Vanguard Extended Market Index Institutional Fund N/R | — | — | — | $22.9M | 9.0% | |
| Vanguard Group Vanguard Target Retirement 2035 Trust II N/R | — | — | — | $18.3M | 7.2% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $18.3M | 7.2% | |
| Vanguard Group Vanguard Target Retirement 2030 Trust II N/R | — | — | — | $17.8M | 6.9% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $17.8M | 6.9% | |
| Vanguard Group Vanguard Target Retirement 2045 Trust II N/R | — | — | — | $16.4M | 6.4% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $16.4M | 6.4% | |
| Common Collective Trust Vanguard Group Vanguard Target Retirement 2025 Trust II N/R | — | — | — | $14.2M | 5.5% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $14.2M | 5.5% | |
| Vanguard Group Vanguard Target Retirement 2055 Trust II N/R | — | — | — | $13.4M | 5.2% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $13.4M | 5.2% | |
| Vanguard Group Vanguard Target Retirement 2050 Trust II N/R | — | — | — | $13.3M | 5.2% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $13.3M | 5.2% | |
| Vanguard Group Vanguard Target Retirement 2040 Trust II N/R | — | — | — | $13.0M | 5.1% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $13.0M | 5.1% | |
| Vanguard Group Vanguard Target Retirement 2060 Trust II N/R | — | — | — | $9.3M | 3.6% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $9.3M | 3.6% | |
| Vanguard Group Vanguard Total Bond Market Index Institutional Fund N/R | — | — | — | $8.2M | 3.2% | |
| Capital Research & Mgmt Co American Funds - EuroPacific Growth R6 Fund N/R | — | — | — | $7.5M | 2.9% | |
| Vanguard Group Vanguard Target Retirement 2065 Trust II N/R | — | — | — | $4.9M | 1.9% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.9M | 1.9% | |
| Participant Loans maturities through 2040 $0 | — | — | — | $4.8M | 1.9% | |
| Vanguard Group Vanguard Target Retirement 2020 Trust II N/R | — | — | — | $2.8M | 1.1% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.8M | 1.1% | |
| Vanguard Group Vanguard Target Retirement Trust II N/R | — | — | — | $1.4M | 0.6% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.6% | |
| Vanguard Group Vanguard Total International Stock Index Admiral Fund N/R | — | — | — | $1.3M | 0.5% | |
| Vanguard Group Vanguard Target Retirement 2070 Trust II N/R | — | — | — | $978K | 0.4% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $978K | 0.4% | |
| Vanguard Group Vanguard Target Retirement Income and Growth Trust II N/R | — | — | — | $318K | 0.1% | |
| VGRD TGT RT INC AND GR TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $318K | 0.1% |
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