Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Great Lakes Advisors, LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 36 retirement plans with 100 or more participants reported paying Great Lakes Advisors, LLC $5,000 or more. Those plans cover 298,356 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $6.9M. Per plan, the median was $29.59 per participant, with the middle half of plans between $12.86 and $45.01. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Pennsylvania (10), New Jersey (7) and Maryland (5).
In 2011 it appeared on 7 such filings; in 2024, 39. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $12.86 | $29.59 | $45.01 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.05% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Eastern Atlantic States Carpenters Pension Fund | Board of Trustees Eastern Atlantic States Carpenters Pension Fund | PA | 39,234 | $4.55B | $499K |
| Eastern Atlantic States Carpenters Annuity Fund | Board of Trustees Eastern Atlantic States Carpenters Annuity Fund | PA | 34,950 | $2.17B | $305K |
| UFCW Local 1262 & Employers Pension Fund | Trustees UFCW Local 1262 Pension Fund | NJ | 25,701 | $999M | $522K |
| Central Pennsylvania Teamsters Defined Benefit Plan | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 25,602 | $1.49B | $517K |
| Navy Federal Credit Union Employees' Retirement Plan | Navy Federal Credit Union | VA | 24,268 | $2.06B | $89K |
| Mid-Atlantic Regional Council of Carpenters' Annuity Fund | Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity | MD | 13,746 | $126M | $65K |
| Operating Engineers Local No. 825 Pension Fund | Operating Engineers Local No. 825 Pension Fund | NJ | 11,674 | $1.19B | $190K |
| Mid-Atlantic Regional Council of Carpenters' Pension Plan | Board of Trustees - Marc Pension Plan | MD | 9,688 | $572M | $258K |
| Teamsters Local 639 - Employers Pension Trust Fund | Joint Board of Trustees Teamsters Local 639 - Employers Pension Trust | DC | 9,501 | $1.72B | $425K |
| Laborers' District Council Construction Industry Pension Fund | Laborers' District Council Construction Industry Pension Fund | PA | 9,405 | $1.23B | $302K |
| National Production Workers Union Severance Trust Fund | Trustees of National Production Workers Union Severance Trust Fund | IL | 9,002 | $8.5M | $42K |
| Central Pennsylvania Teamsters Retirement Income Plan 1987 | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 8,238 | $795M | $223K |
| International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware | International Union of Operting Eng. Pen Fund of E.pennsylvania and de | PA | 7,393 | $1.06B | $419K |
| Insulators and Allied Workers National Pension Fun | Board of Trustees of the Insulators and Allied Workers National Pensio | FL | 7,203 | $596M | $77K |
| Local 68 Engineers Union Annuity Plan | Local 68 Engineers Union Annuity Fund Board of Trustees | NJ | 7,033 | $971M | $438K |
| Local 68 Engineers Union Pension Plan | Local 68 Engineers Union Pension Fund Board of Trustees | NJ | 5,417 | $462M | $240K |
| Sheet Metal Workers' Local 10 Pension Fund | Trustees of Sheet Metal Workers' Local 10 Pension Fund | MN | 5,408 | $406M | $226K |
| Laborers District Council Pension and Disability Trust Fund No. 2 | Laborers District Council Pension and Disability Trust Fund No. 2 | MD | 4,494 | $146M | $90K |
| Truck Drivers & Helpers Local Union No. 355 Retirement Plan | Joint Board of Trustees of the Drivers and Helpers Local No. 355 | MD | 4,318 | $732M | $261K |
| Sheet Metal Workers Pension Fund of Local Union No. 19 | Sheet Metal Workers Pension Fund of Local Union | PA | 4,207 | $519M | $156K |
| Usw District 10, Local 286, Pension Plan | Board of Trustees Usw District 10,LOCAL 286, | PA | 4,012 | $72.2M | $28K |
| Road Carriers Local 707 Pension Fund | Board of Trustees of the Road Carriers Local 707 Pension Fund | NY | 3,554 | $663M | $246K |
| B.A.C. Local No. 3 Defined Contribution Pension Plan | Board of Trustees, B.A.C. Local 3 Pension Trust Fund | CA | 3,397 | $125M | $22K |
| IBEW Local 595 Pension Plan | Board of Trustees, IBEW Local 595 Pension Plan | CA | 3,345 | $545M | $142K |
| South Florida Electrical Workers Pension Plan | Trustees of South Florida Electrical Workers Pension Plan | AZ | 2,348 | $148M | $30K |
| The Maritime Association - I.L.A. Pension Fund | Maritime Association - I.L.A. Pension Fund | TX | 2,309 | $165M | $13K |
| Teamsters Local 830 Pension Plan | Teamsters Local 830 Pension Plan | PA | 2,247 | $188M | $37K |
| Warehouse Employees Union Local No. 730 Pension Trust Fund | Board of Trustees of Warehouse Employees Local No. 730 Pension Trust F | MD | 1,940 | $150M | $68K |
| Western Glaziers Retirement Plan | Board of Trustees, Western Glaziers Retirement Plan | WA | 1,757 | $414M | $464K |
| International Assoc of Heat and Frost Insulators Local 17 Pension Fund | Trustees of Intl Assoc. of Heat and Frost Insul Local 17 Pension Fund | IL | 1,719 | $338M | $68K |
| Atlanta Ironworkers Local #387 Pension Plan | Board of Trustees Atlanta Ironworkers Local 387 Pension PL | TN | 1,520 | $132M | $70K |
| Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund | Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters | NJ | 1,354 | $331M | $307K |
| Bakery Drivers & Salesmen Local 194 & Industry Pension Fund | Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund | NJ | 1,003 | $123M | $25K |
| Journeymen & Apprentices of Local 188 Pension Fund | Trustees of Journeymen & Apprentices of Local 188 Pension Fund | FL | 779 | $94.4M | $27K |
| Asbestos Workers Local 42 Pension Fund | Asbestos Workers Local 42 Pension Fund | PA | 314 | $38.7M | $18K |
| Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund | Defined Contribution Plan of the Mid Jersey Trucking Industry and Team | NJ | 276 | $15.4M | $18K |
Questions and answers
How many plans does Great Lakes Advisors, LLC serve?
36 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Great Lakes Advisors, LLC?
The median plan reported $29.59 per participant in direct and indirect compensation (36 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (31 plans) and Custodial (securities) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.