Original filing (PDF)20251125082627NAL0006157810001

GREAT LAKES RETIREMENT, INC.

Name: GREAT LAKES RETIREMENT, INC. — GREAT LAKES RETIREMENT, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: GREAT LAKES RETIREMENT, INC.

Form 5500-SF

FILING_RECEIVED

GREAT LAKES RETIREMENT, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

GREAT LAKES RETIREMENT, INC.

EIN

45-0588768all filings

Address

4604 TIMBER COMMONS DRIVE · SANDUSKY, OH · 44870

Phone

(419) 626-8600

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-10-09

Filed

2025-11-25

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BLUE MOUNTAIN BZ INC

BLUE MOUNTAIN BZ INC GCF BENEFIT PLAN

PHAROS CLAIMS SERVICES, LLC

PHAROS CLAIMS SERVICES 401(K) RETIREMENT PLAN

CONSOLIPLEX HOLDING, LLC

CONSOLIPLEX HOLDING, LLC DEFINED BENEFIT PENSION PLAN

INSURANCE RESOLUTIONS, INC.

THE INSURANCE RESOLUTIONS RETIREMENT PLAN

COLLECT RX LLC

COLLECT RX LLC 401(K) PROFIT SHARING PLAN AND TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.