Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GREAT LAKES FUND SOLUTIONS, INC.
EIN 36-3297381financial servicesLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
55
500 PARK AVE STE 114 - LAKE VILLA, IL 600466550847-265-5000glfsi.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 55 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GREAT LAKES FUND SOLUTIONS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GREAT LAKES FUND SOLUTIONS, INC. 401(K) PLAN
401k
Assets$720K
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GREAT LAKES FUND SOLUTIONS, INC. CASH BALANCE PLAN | CashBalance | $1.3M | 22 | 2024 | |
| 001 | GREAT LAKES FUND SOLUTIONS, INC. 401(K) PLAN | 401k | $720K | 33 | 2024 |
Retirement plans