# Amundsen Davis LLC 401(k) Plan
Source: https://planprovider.pro/companies/amundsen-davis-llc-401k-plan

> Amundsen Davis LLC's 401(k) plan: 437 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amundsen Davis LLC

- **Sponsor EIN:** 364189382

- **Sponsor Address:** 150 N. MICHIGAN AVE. STE. 3300, CHICAGO, IL, 60601

- **Plan Type:** 401(k)

- **Total Participants:** 437

- **Total Assets:** $142.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|437|$142.6M|$3.4M|$4.9M|

| 2023|403|$126.4M|$3.0M|$4.4M|

| 2022|386|$85.4M|$2.3M|$3.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MESIROW FINANCIAL INVESTMENT MANAGE|NONE|$191,718|—|$191,718|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$58,614|—|$58,614|

| MILLER COOPER & COMPANY, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLER COOPER & COMPANY, LTD.](https://planprovider.pro/provider/miller-cooper-and-co-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $250,332

- **Estimated Expense Ratio:** 0.175% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$242,252|$183,639|—|—|—|

| 2023|$179,465|$140,542|—|—|—|

| 2022|$166,585|$124,652|$41,933|—|—|

## Similar Plans

- [Hinshaw & Culbertson LLP](https://planprovider.pro/companies/hinshaw-culbertson-llp-401k-plan-004) — 442 participants

- [Simmons Hanly Conroy LLP](https://planprovider.pro/companies/simmons-hanly-conroy-401k-plan) — 425 participants

- [Litchfield Cavo LLP](https://planprovider.pro/companies/litchfield-cavo-llp-plan-001) — 413 participants

- [O'Hagan Meyer LLC](https://planprovider.pro/companies/o-hagan-meyer-llc-plan-001) — 513 participants

- [Chapman And Cutler LLP](https://planprovider.pro/companies/chapman-and-cutler-llp-plan-002) — 336 participants

- [Chapman And Cutler LLP](https://planprovider.pro/companies/chapman-and-cutler-llp-plan-003) — 310 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/amundsen-davis-llc-401k-plan)

© 2026 PlanProvider.Pro