How big is Great Lakes Wealth LLC's plan?

Great Lakes Wealth LLC's plan reported $179K in assets and 5 participants for 2024.

Original filing (PDF)20251014094211NAL0005278658001

Great Lakes Wealth LLC

Name: Great Lakes Wealth LLC — Great Lakes Wealth LLC, Form 5500 (2024)
Creator: Great Lakes Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Great Lakes Wealth LLC 401(k) PSP & Trust

401(k) retirement plan · Great Lakes Wealth LLC's Great Lakes Wealth LLC 401(k) PSP & Trust held $179K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

People on this filing

Dewey Steffen signed Great Lakes Wealth LLC's 2024 Form 5500 as plan administrator.

Dewey Steffen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Great Lakes Wealth LLC's EIN is 47-4672827.

EIN 47-4672827

Plan number 001

Plan year 2024

ACK ID 20251014094211NAL0005278658001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Great Lakes Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Great Lakes Wealth LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 WEALTH LLC.

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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