Plans listing this provider
142
0.25% of the 56,420 plans with Schedule H financials; 165 in 2023
Providers › Mesirow Financial, Inc.
Mesirow Financial, Inc.
- Service provider, as named on Schedule C
- EIN 363194849
- Plan year 2024
- Direct compensation reported $962,042
Assets of those plans
$4,292,416,825
0.06% of all Schedule H plan assets
Plans where it is the recordkeeper
9
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$962,042
96% 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) | 127 |
| 99 | Other fees | 14 |
| 50 | Direct payment from the plan | 13 |
| 49 | Other services | 11 |
| 15 | Recordkeeping and information management | 9 |
| 21 | Trustee (bank, trust company or similar) | 9 |
| 64 | Recordkeeping fees | 9 |
| 16 | Consulting (general) | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| American Greetings Retirement Savings Plan | American Greetings | $1,076,917,522 | 4,726 | $17,500 |
| Proservice Hawaii 401(k) Plan | Proservice Pacific LLC DBA Proservice Hawaii | $412,552,633 | 12,148 | $72,070 |
| Avison Young (US) 401(k) Plan | Avison Young (USA) | $136,705,919 | 1,483 | $17,500 |
| Halo Branded Solutions, Inc. 401(k) Savings Plan | Halo Branded Solutions | $131,407,837 | 2,110 | $25,000 |
| The Ogden Newspapers, Inc. 401(k) Plan | Ogden Newspapers | $114,907,765 | 1,357 | $14,400 |
| Hilco Trading, LLC 401(k) Profit Sharing Plan & Trust | Hilco Trading | $114,366,668 | 885 | $57,318 |
| SHC Services, Inc. 401(k) Plan | SHC Services | $97,817,171 | 2,903 | $90,575 |
| Peak Technologies, Inc. 401(k) Retirement Plan | Peak Technologies | $93,413,486 | 618 | $14,112 |
| My HR Pros 401(k) Plan | My HR Pros | $79,627,249 | 2,266 | $14,809 |
| Riceland Foods, Inc. 401(k) Retirement Planrecordkeeper | Riceland Foods | $74,390,363 | 1,735 | $32,580 |
| The Delta Pathology Group, LLC 401(k) Plan | Delta Pathology Group | $65,664,707 | 386 | $10,190 |
| Truenorth Companies, L.C. 401k Plan | Truenorth Companies L.C. | $62,478,291 | 402 | $11,702 |
| Regulus 401(k) | Regulus Group | $55,221,616 | 282 | $10,032 |
| Loop Capital Markets, LLC 401(k) Plan & Trust | Loop Capital Markets | $51,829,603 | 337 | $0 |
| Noble Network of Charter Schools 401(k) Profit Sharing Plan | Noble Network of Charter Schools | $51,819,770 | 1,897 | $8,750 |
| Hand2mind, Inc. 401(k) Plan | Hand2mind | $47,686,169 | 418 | $22,702 |
| The British Embassy 401(k) Plan | British Embassy | $46,532,750 | 532 | $8,962 |
| Ooma, Inc. 401(k) Plan | Ooma | $46,042,941 | 422 | $8,732 |
| ST. Croix Hospice 401(k) Plan | ST Croix Hospice Acquisition | $45,209,178 | 2,364 | $0 |
| Chestnut Hill Realty Corp. 401k Plan | Chestnut Hill Realty | $43,255,586 | 489 | $8,184 |
| Sema Construction, Inc. 401(k) Retirement Savings Plan | Sema Construction | $40,790,826 | 694 | $7,099 |
| Rosina Food Products, Inc. 401(k) Plan | Rosina Food Products | $39,913,616 | 756 | $7,570 |
| Traditional Bank, Inc. 401(k) Profit Sharing Plan | Traditional Bank | $38,815,157 | 302 | $6,420 |
| Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan | Rood Riddle & Partners P.S.C. | $38,137,233 | 374 | $7,002 |
| UMC Physicians 401(k) Plan | UMC Physicians | $35,940,380 | 550 | $6,566 |
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.