Great Lakes Wine & Spirits 401(k) match, vesting and fees
What Great Lakes Wine & Spirits' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Uhy, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 501 defined-contribution plans in wholesale trade with 500 to 999 participants.
| Great Lakes Wine & Spirits: employer contribution per participant | $864 | |
| Peer median | $1,855 |
| Great Lakes Wine & Spirits: average balance | $85,890 | |
| Peer median | $72,906 |
| Great Lakes Wine & Spirits: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $39M at the end of plan year 2021 to $42.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,154 | $42.9M | $432K | $864 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 1,151 | $38.7M | $406K | $828 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 1,102 | $33.6M | $392K | $818 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 1,020 | $39M | $397K | $810 | 0.10% | Not published | Form 5500 ↗ |
Other Great Lakes Wine & Spirits plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Uhy, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Great Lakes Wine & Spirits Union Plan Local 337
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Uhy, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 406
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Great Lakes Wine & Spirits match 401(k) contributions?
The match terms for the Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $432K in employer contributions, about $864 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Great Lakes Wine & Spirits 401(k) match vested?
The vesting schedule for the Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Great Lakes Wine & Spirits 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Great Lakes Wine & Spirits, LLC.
I left Great Lakes Wine & Spirits. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Great Lakes Wine & Spirits, LLC, (313) 453-2200) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Great Lakes Wine & Spirits old 401(k) page lists the contacts from every plan filing. Find an old Great Lakes Wine & Spirits 401(k)
Data from the public Form 5500 annual reports Great Lakes Wine & Spirits filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Great Lakes Wine & Spirits. Not financial advice. Report a correction · Methodology