Plan Snapshot
- Plan Sponsor: Much Shelist, P.C.
- Sponsor EIN: 362757501
- Sponsor Address: 191 N WACKER DR STE 1800, CHICAGO, IL, 606061631
- Plan Type: 401(k)
- Plan Number: 005
- Total Participants: 159
- Total Assets: $60.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 159 | $60.2M | $228,002 | $2.6M |
| 2023 | 154 | $52.7M | $240,050 | $2.2M |
| 2022 | 159 | $45.9M | $0 | $2.0M |
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 Advisor | $79,253 | — | $79,253 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $23,418 | — | $23,418 |
| CREATIVE PLANNING LLC | Investment Advisor | $6,667 | — | $6,667 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,648 | — | $5,648 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,986
- Estimated Expense Ratio: 0.191% 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 | $114,986 | $91,568 | — | — | — |
| 2023 | $126,073 | $106,123 | — | — | — |
| 2022 | $127,297 | $2,819 | — | — | — |