Vicky Dwyer signed Great Lakes Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Great Lakes Management's EIN is 41-1614587.
Download the official 2024 Form 5500 (PDF) for Great Lakes Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Great Lakes Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HAYS FINANCIAL GROUP, LLC | 41-1931920 | — | INVESTMENT/FINANCIAL ADVI | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $2.4M | 20.5% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $1.7M | 15.0% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.7M | 15.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $889K | 7.7% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $883K | 7.7% | |
| ALGER CAPITAL APPRECIATION Z | Registered Investment Companies | — | — | $749K | 6.5% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $540K | 4.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $367K | 3.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $317K | 2.8% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $170K | 1.5% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $157K | 1.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $153K | 1.3% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $151K | 1.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $148K | 1.3% | |
| CLEARBRIDGE INTERN GWTH IS | Registered Investment Companies | — | — | $144K | 1.2% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $125K | 1.1% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $121K | 1.1% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $118K | 1.0% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $99K | 0.9% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $88K | 0.8% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $44K | 0.4% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $43K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
