# Much Shelist, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/much-shelist-p-c-362757501-005

> Much Shelist, P.C.'s 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/much-shelist-p-c-362757501-005)

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