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  2. GREAT LAKES HEALTHCARE SPECIALISTS, LLC
Sponsor portfolio

GREAT LAKES HEALTHCARE SPECIALISTS, LLC

EIN 46-4102382-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
39
2211 MAIN ST. SUITE 1A - HIGHLAND, IN 46322219-836-9368LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$2.8M - 21 part#001401k-$541K - 18 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • CASH BALANCE PLAN (#002)84%
  • SPECIALISTS, LLC 401(K) (#001)16%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)21
  • SPECIALISTS, LLC 401(K) (#001)18
Total 39Click 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

GREAT LAKES HEALTHCARE SPECIALISTS, LLC CASH BALANCE PLAN

CashBalance

Assets$2.8M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

GREAT LAKES HEALTHCARE SPECIALISTS, LLC 401(K) PLAN

401k

Assets$541K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GREAT LAKES HEALTHCARE SPECIALISTS, LLC CASH BALANCE PLANCashBalance$2.8M212024
001GREAT LAKES HEALTHCARE SPECIALISTS, LLC 401(K) PLAN401k$541K182024
Retirement plans
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