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  2. GREAT LAKES FINANCIAL MANAGEMENT GROUP, INC.
Sponsor portfolio

GREAT LAKES FINANCIAL MANAGEMENT GROUP, INC.

EIN 39-2010966-investment management-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
8
2033 MARINETTE AVE - MARINETTE, WI 54143715-732-9955stevegustman.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#002CashBalance-$796K - 4 part#001401k-$704K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CASH BALANCE PLAN (#002)53%
  • GLFMG 401(K) (#001)47%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)4
  • GLFMG 401(K) (#001)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GLFMG CASH BALANCE PLAN

CashBalance

Assets$796K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

GLFMG 401(K) PLAN

401k

Assets$704K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GLFMG CASH BALANCE PLANCashBalance$796K42025
001GLFMG 401(K) PLAN401k$704K42025
Retirement plans
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