Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Mesirow Financial Investment Manage
Mesirow Financial Investment Manage
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,545,111
Assets of those plans
$2,343,228,090
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,545,111
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 15 |
| 27 | Investment advisory (plan) | 1 |
| 50 | Direct payment from the plan | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| 72 | Other investment fees and expenses | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Jennison Associates Savings Plan | Jennison Associates | $485,909,349 | 609 | $30,000 |
| Crate & Barrel Holdings, Inc. Retirement Savings Plan | Euromarket Designs Inc. D.B.A. Crate & Barrel CB2 and Hudson Grace | $343,436,081 | 9,107 | $383,549 |
| DRW Trading Group Profit Sharing and Salary Deferral Plan | DRW Holdings | $309,752,509 | 1,506 | $48,045 |
| CSI Retirement Plan | Computer Services | $246,551,565 | 1,666 | $268,497 |
| Clayco, Inc. 401(k) Profit Sharing Plan | Clayco | $242,237,870 | 2,939 | $177,954 |
| H. W. Kaufman Financial Group Retirement Savings Plan | Kaufman H W Financial Group | $155,462,341 | 1,833 | $1,878 |
| Amundsen Davis LLC 401(k) Salary Savings Plan | Amundsen Davis | $142,646,674 | 560 | $191,718 |
| The Inland Group, LLC Savings Plan | Inland Group | $108,469,471 | 1,357 | $116,998 |
| AMLI Residential Properties 401(k) Plan | AMLI Management | $79,519,009 | 1,037 | $7,284 |
| Justrite Safety Group 401(k) Plan | Justrite Manufacturing | $58,458,891 | 1,474 | $51,477 |
| Chicago Sun-times Media Inc. 401(k) Plan | Chicago Sun-times Media | $50,919,111 | 375 | $155,539 |
| Alpha Source LLC 401(k) Plan | Alpha Source | $33,120,095 | 313 | $11,495 |
| Peak Utility Services Group, Inc. 401(k) Plan | Peak Utility Services Group | $31,745,653 | 1,235 | $70,089 |
| Four Winds Interactive, LLC 401(k) Plan | Four Winds Interactive | $22,675,920 | 319 | $12,202 |
| Cleanwater1 401(k) Savings Plan | UGSI Solutions | $12,232,248 | 153 | $6,673 |
| The Hickory Farms Employee Savings and Retirement Plan | Hickory Farms | $11,201,293 | 191 | $6,672 |
| Chicago Fire FC 401(k) Plan | Chicago Fire Football Holdings | $8,890,010 | 250 | $5,041 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.