# Mesirow Financial Administrative Corporation 401(k) Plan
Source: https://planprovider.pro/companies/mesirow-financial-administrative-corporation-401k-plan

> Mesirow Financial Administrative Corporation's 401(k) plan: 496 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mesirow Financial Administrative Corporation

- **Sponsor EIN:** 363429602

- **Sponsor Address:** 353 NORTH CLARK STREET, CHICAGO, IL, 60654

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

- **Total Participants:** 496

- **Total Assets:** $225.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|496|$225.3M|$2.1M|$8.6M|

| 2023|495|$201.0M|$1.8M|$8.3M|

| 2022|493|$171.6M|$1.7M|$7.7M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$129,937|—|$129,937|

| TAIBER KOSMALA & ASSOC LLC|INVESTMENT ADVISOR|$45,000|—|$45,000|

| MILLER COOPER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [MILLER COOPER](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:** $174,937

- **Estimated Expense Ratio:** 0.078% 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|$176,186|$46,249|—|—|—|

| 2023|$171,052|$45,749|—|—|—|

| 2022|$158,795|$47,223|—|—|$19,750|

## Similar Plans

- [Grosvenor Capital Management, L.P.](https://planprovider.pro/companies/grosvenor-capital-management-l-p-401k-plan) — 514 participants

- [Cresset Administrative Services Corporation](https://planprovider.pro/companies/cresset-administrative-services-corporation-401k-plan) — 524 participants

- [Polar Operations LLC D/B/A Imc Markets N.A.](https://planprovider.pro/companies/polar-operations-llc-d-b-a-imc-markets-n-a-401k-plan) — 458 participants

- [Bdt Capital Partners, LLC](https://planprovider.pro/companies/bdt-capital-partners-llc-401k-plan) — 446 participants

- [Savant Capital, LLC](https://planprovider.pro/companies/savant-capital-llc-401k-plan) — 570 participants

- [Spins LLC](https://planprovider.pro/companies/spins-llc-401k-plan) — 419 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mesirow-financial-administrative-corporation-401k-plan)

© 2026 PlanProvider.Pro