Plans listing this provider
123
0.22% of the 56,420 plans with Schedule H financials; 147 in 2023
Providers › Mesirow Financial Investment Manage
Mesirow Financial Investment Manage
- Service provider, as named on Schedule C
- EIN 363429599
- Plan year 2024
- Direct compensation reported $2,010,623
Assets of those plans
$15,490,050,489
0.20% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,010,623
60% 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 |
|---|---|---|
| 50 | Direct payment from the plan | 75 |
| 27 | Investment advisory (plan) | 56 |
| 37 | Participant loan processing | 39 |
| 26 | Investment advisory (participants) | 15 |
| 28 | Investment management | 11 |
| 51 | Investment management fees paid directly by plan | 6 |
| 49 | Other services | 5 |
| 70 | Consulting fees | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| TIAA Code Section 401(k) Plan | TIAA Separate Account VA-3 | $4,624,423,064 | 26,656 | $474,672 |
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement | $1,768,512,554 | 255,088 | $543,541 |
| MW&E Savings and Retirement Plan | McDermott Will & Emery | $1,387,214,016 | 3,125 | $14,673 |
| ACE Hardware Corporation 401(k) Savings and Retirement Plan | ACE Hardware | $1,152,405,235 | 10,562 | $30,500 |
| Katten Muchin Rosenman LLP Defined Contribution Plan | Katten Muchin Rosenman | $793,329,842 | 1,957 | $0 |
| Republic Airways Holdings Inc. 401(k) Plan | Republic Airways Holdings | $577,572,013 | 6,911 | $8,830 |
| Steptoe LLP 401(k) and Profit Sharing Plan | Steptoe | $455,788,059 | 1,114 | $8,265 |
| Savewisetm Pooled Employer Plan | Pension Specialists | $431,139,330 | 13,011 | $10,649 |
| Ice Miller Retirement Plan | Ice Miller | $370,603,987 | 898 | $5,052 |
| Michael Best 401(k) Plan | Michael Best and Friedrich | $321,231,941 | 996 | $16,235 |
| Macerich Property Management Company 401(k) Profit Sharing Plan | Macerich | $226,033,274 | 967 | $17,735 |
| 401(k) Plan for Sotera Health | Sotera Health Holdings | $192,379,960 | 2,292 | $183,032 |
| ACE Retail Savings Plan 401(k) | ACE Hardware | $188,209,099 | 4,122 | $55,238 |
| ND Paper 401(k) Savings Plan | ND Paper | $131,159,663 | 785 | $0 |
| Braun Corporation Profit Sharing and 401(k) Planrecordkeeper | Braun | $122,807,456 | 1,808 | $28,234 |
| Imagine Schools, Inc. 401(k) Retirement Savings | Imagine Schools | $110,873,388 | 2,847 | $8,253 |
| Four Rivers Nuclear Partnership Retirement Plan | Four Rivers Nuclear Partnership | $108,441,206 | 992 | $0 |
| Fifth Generation, Inc 401(k) Plan | Fifth Generation | $105,151,421 | 815 | $0 |
| Woodhouse Auto Family 401(k) Plan | Woodhouse Ford | $95,746,630 | 1,524 | $7,158 |
| Radwell International, LLC 401(k) Profit Sharing Plan | Radwell International | $88,129,307 | 1,784 | $18,554 |
| ND Paper Retirement Plan | ND Paper | $85,140,889 | 594 | $0 |
| Health Carousel LLC 401(k) Profit Sharing Plan | Health Carousel | $80,023,577 | 2,937 | $0 |
| Texas Independent Bancshares, Inc. 401(k) Employee Stock Ownership Plan | Texas Independent Bancshares | $78,998,406 | 452 | not reported |
| Barnhill Contracting Company Profit Sharing Plan | Barnhill Contracting | $78,836,308 | 1,277 | $2,695 |
| Keystone Marketing Holdings, LLC 401(k) Plan | Keystone Marketing Holdings | $77,184,089 | 1,045 | $25,000 |
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.