Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 29 in 2023
Providers › Mesirow Financial
Mesirow Financial
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $307,537
Assets of those plans
$450,611,850
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$307,537
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 |
|---|---|---|
| 27 | Investment advisory (plan) | 7 |
| 26 | Investment advisory (participants) | 4 |
| 50 | Direct payment from the plan | 2 |
| 51 | Investment management fees paid directly by plan | 2 |
| 15 | Recordkeeping and information management | 1 |
| 16 | Consulting (general) | 1 |
| 28 | Investment management | 1 |
| 31 | Named fiduciary | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| New Enterprise Associates 401(k) Plan | New Enterprise Associates | $137,552,146 | 231 | $56,855 |
| Captive Resources 401(k) Plan | Captive Resources | $98,875,738 | 480 | $12,500 |
| Chicago Sun-times Media Inc. 401(k) Plan | Chicago Sun-times Media | $50,919,111 | 375 | $24,000 |
| 3cloud LLC 401(k) Plan | 3cloud | $39,697,693 | 656 | $39,982 |
| Xeris Pharmaceuticals, Inc. 401(k) Plan | Xeris Pharmaceuticals | $35,789,748 | 504 | $6,732 |
| Shaw Media Employee 401(k) Savings Plan | B.F. Shaw Printing | $26,837,122 | 343 | $55,708 |
| The Kleingers Group Retirement Savings Planrecordkeeper | Kleingers Group | $19,008,429 | 149 | $6,484 |
| Scott Byron & Co. , Inc. Salary Savings and Profit Sharing Plan | Scott Byron | $12,594,805 | 131 | $20,887 |
| Kings III of America, LLC 401(k) | Kings III of America | $10,774,608 | 231 | $24,886 |
| Sutton Auto Team Retirement Plan | Sutton Ford | $10,577,491 | 241 | $23,528 |
| AL Media LLC 401(k) Plan | AL Media | $4,795,625 | 98 | $18,717 |
| The Sureway Group 401(k) Plan | Sureway Group | $3,189,334 | 72 | $17,258 |
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.