How big is Great Lakes Financial Management Group, Inc.'s plan?

Great Lakes Financial Management Group, Inc.'s plan reported $556K in assets and 4 participants for 2024.

Original filing (PDF)20250317114358NAL0001633441001

Great Lakes Financial Management Group, Inc.

Name: Great Lakes Financial Management Group, Inc. — Form 5500 Plan 001 (2024)
Creator: Great Lakes Financial Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Glfmg 401(k) Plan

401(k) retirement plan · Great Lakes Financial Management Group, Inc.'s Glfmg 401(k) Plan held $556K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

Plan identifiers

Great Lakes Financial Management Group, Inc.'s EIN is 39-2010966.

EIN 39-2010966

Plan number 001

Plan year 2024

ACK ID 20250317114358NAL0001633441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Great Lakes Financial Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Great Lakes Financial Management Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREAT LAKES FINANCIAL MANAGEMENT GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score