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Original filing (PDF)20251010101902NAL0012825552001
GREAT DANE LLC
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR GREAT DANE LLC
Defined-benefit pension plan
Signals · 4
59% employer stock~90 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
3,435
Accounts w/ balance
—
Plan assets (EOY)
$298.1M
Net assets (EOY)
$297.9M
How this plan invests
This plan
1 pooled trust
Schedule D
72 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 59% of plan in employer / sponsor stock.
- 90 bps in Schedule C fees — 800% above peer band of 10 bps.
- 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 N LASALLE STE 920 · CHICAGO, IL · 60601
Phone
(773) 254-5533
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAdvisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SELECT EQUITY GROUP | 46-3465710 | — | INVESTMENT ADVISOR | $700K | — |
| SILCHESTER INTERNATIONAL INVESTORS | 36-7045783 | — | INVESTMENT ADVISOR | $454K | — |
| HARRIS ASSOCIATES LP | 36-3484078 | — | INVESTMENT ADVISOR | $438K | — |
| NEUBERGER BERMAN LLC | 02-0654486 | — | INVESTMENT ADVISOR | $333K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $132K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | AUDITOR | $32K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | ACTUARY | $593K | — |
Investments
71 direct securities · 1 pooled fund· $278.5M(93% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$253.8M
69 holdings
Common Collective Trust
$22.8M
1 holding
Common Stocks
$1.6M
1 holding
Corporate Bonds
$415K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Common and collective trusts * Northern Trust STIF Common and Collective Trust | — | — | $44.9M | $44.9M | 15.1% | |
| Partnership Eminence Partners Long LP Partnership | — | — | $39.9M | $38.3M | 12.9% | |
| COLSHRT TRM INVST FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 46-6138589 / PN 084 | Common Collective Trust | — | — | $22.8M | 7.6% | |
| Hedge Fund AKO Global Long Hedge Fund | — | — | $21.0M | $20.3M | 6.8% | |
| IQVIA Holdinfs, Inc. Common Stock | — | — | $7.8M | $6.8M | 2.3% | |
| Alphabet, Inc. Common Stock | — | — | $1.3M | $6.6M | 2.2% | |
| First Citizens Bancshares, Inc. Common Stock | — | — | $5.5M | $6.5M | 2.2% | |
| Lithia Motors, Inc. Common Stock | — | — | $4.1M | $6.0M | 2.0% | |
| Deere & Company Common Stock | — | — | $5.2M | $5.8M | 2.0% | |
| Intercontinental Exchange, Inc. Common Stock | — | — | $5.1M | $5.5M | 1.9% | |
| Paycom Software, Inc. Common Stock | — | — | $4.9M | $5.3M | 1.8% | |
| Salesforce, Inc. Common Stock | — | — | $3.8M | $5.0M | 1.7% | |
| CBRE Group, Inc. Common Stock | — | — | $949K | $4.7M | 1.6% | |
| Capital One Financial Corporation Common Stock | — | — | $3.4M | $4.4M | 1.5% | |
| Willis Towers Watson Plc Common Stock | — | — | $3.4M | $3.8M | 1.3% | |
| Equifax Inc. Common Stock | — | — | $3.4M | $3.8M | 1.3% | |
| Keurig Dr Pepper, Inc. Common Stock | — | — | $3.8M | $3.8M | 1.3% | |
| Microsoft Corporation Common Stock | — | — | $1.6M | $3.7M | 1.2% | |
| Fiserv Inc. Common Stock | — | — | $1.8M | $3.6M | 1.2% | |
| Wells Fargo & Company Common Stock | — | — | $3.0M | $3.5M | 1.2% | |
| Centene Corporation Common Stock | — | — | $4.2M | $3.5M | 1.2% | |
| ConocoPhillips Company Common Stock | — | — | $3.7M | $3.3M | 1.1% | |
| Airbnb, Inc. Common Stock | — | — | $2.9M | $2.9M | 1.0% | |
| Warner Bros. Discovery, Inc. Common Stock | — | — | $2.6M | $2.7M | 0.9% | |
| Charter Communications, Inc. Common Stock | — | — | $2.2M | $2.7M | 0.9% | |
| American International Group, Inc. Common Stock | — | — | $1.3M | $2.7M | 0.9% | |
| Apple Inc. Common Stock | — | — | $523K | $2.6M | 0.9% | |
| Amazon, Inc. Common Stock | — | — | $1.4M | $2.6M | 0.9% | |
| EOG Resources, Inc. Common Stock | — | — | $2.3M | $2.4M | 0.8% | |
| Phillips 66 Common Stock | — | — | $2.7M | $2.3M | 0.8% | |
| Meta Platforms, Inc. Common Stock | — | — | $909K | $2.3M | 0.8% | |
| Alphabet, Inc. Common Stock | — | — | $491K | $1.8M | 0.6% | |
| Center Point Energy inc. Common Stock | — | — | $1.4M | $1.6M | 0.5% | |
| Walmart, Inc. Common Stock | — | — | $790K | $1.6M | 0.5% | |
| s - continued McDonald's Corporation Common Stock | Common Stocks | — | $1.0M | $1.6M | 0.5% | |
| J P Morgan Chase and Company Common Stock | — | — | $850K | $1.5M | 0.5% | |
| TJX Companies, Inc. Common Stock | — | — | $858K | $1.5M | 0.5% | |
| Visa, Inc. Common Stock | — | — | $671K | $1.5M | 0.5% | |
| Brookfield Asset Management Inc. Common Stock | — | — | $937K | $1.5M | 0.5% | |
| Workday Inc. Common Stock | — | — | $1.0M | $1.4M | 0.5% | |
| Boston Scientific Corporation Common Stock | — | — | $645K | $1.4M | 0.5% | |
| Equinix Inc. Common Stock | — | — | $552K | $1.3M | 0.4% | |
| Amphenol Corporation Common Stock | — | — | $1.2M | $1.3M | 0.4% | |
| S&P Global Inc. Common Stock | — | — | $665K | $1.2M | 0.4% | |
| Johnson & Johnson Common Stock | — | — | $1.4M | $1.2M | 0.4% | |
| Servicenow Inc. Common Stock | — | — | $337K | $1.2M | 0.4% | |
| Waste Management, Inc. Common Stock | — | — | $569K | $1.2M | 0.4% | |
| Union Pacific Corporation Common Stock | — | — | $755K | $1.1M | 0.4% | |
| Proctor & Gamble Company Common Stock | — | — | $908K | $1.1M | 0.4% | |
| nVent Electric PLC Common Stock | — | — | $987K | $1.1M | 0.4% | |
| Investments Common stocks Abbvie Inc. Common Stock | — | — | $860K | $1.0M | 0.3% | |
| FirstEnergy Corporation Common Stock | — | — | $918K | $1.0M | 0.3% | |
| Netflix, Inc. Common Stock | — | — | $942K | $1.0M | 0.3% | |
| Thermo Fisher Scientific, Inc. Common Stock | — | — | $885K | $994K | 0.3% | |
| NextEra Energy, Inc. Common Stock | — | — | $581K | $950K | 0.3% | |
| Avery Dennison Corporation Common Stock | — | — | $839K | $936K | 0.3% | |
| Jacobs Solutions, Inc. Common Stock | — | — | $682K | $929K | 0.3% | |
| GE Aerospace Common Stock | — | — | $925K | $917K | 0.3% | |
| Broadcom Inc. Common Stock | — | — | $951K | $910K | 0.3% | |
| Home Depot, Inc. Common Stock | — | — | $897K | $895K | 0.3% | |
| United Health Group Inc. Common Stock | — | — | $417K | $893K | 0.3% | |
| CME Group Inc. Common Stock | — | — | $642K | $886K | 0.3% | |
| Analog Devices Inc. Common Stock | — | — | $695K | $818K | 0.3% | |
| Match Group, Inc. Common Stock | — | — | $1.0M | $811K | 0.3% | |
| BlackRock, Inc. Common Stock | — | — | $718K | $769K | 0.3% | |
| CDW Corporation Common Stock | — | — | $280K | $766K | 0.3% | |
| Nike, Inc. Common Stock | — | — | $700K | $611K | 0.2% | |
| Live Nation Entertainment Corporate Bond | — | — | $556K | $580K | 0.2% | |
| Limited Partnership Brookfield Infrastructure Partners, L.P. Limited Partnership | — | — | $354K | $577K | 0.2% | |
| Microsoft Corporation Corporate Bond | Corporate Bonds | — | $434K | $415K | 0.1% | |
| Mileage Plus Holdings, LLC Corporate Bond | — | — | $275K | $277K | <0.1% | |
| SkyMiles IP LTD & Delta Air Lines, Inc. Corporate Bond | — | — | $187K | $182K | <0.1% |
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