# Segal Advisors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/segal-advisors-inc-276230536-002

> Segal Advisors, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Segal Advisors, INC.

- **Sponsor EIN:** 276230536

- **Sponsor Address:** 550 WEST WASHINGTON BLVD,, CHICAGO, IL, 606612703

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

- **Plan Number:** 002

- **Total Participants:** 0

- **Total Assets:** $811.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|0|$811.1M|$0|$0|

| 2023|0|$670.7M|$0|$0|

| 2022|0|$476.7M|$0|$0|

## 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|

| PIMCO LLC|Other Service Provider|$347,387|—|$347,387|

| ROBERT W. BAIRD & CO.|Other Service Provider|$310,517|—|$310,517|

| WESTERN ASSET MANAGEMENT|Other Service Provider|$276,072|—|$276,072|

| LOOMIS SAYLES & COMPANY, LP|Other Service Provider|$251,381|—|$251,381|

| MERGANSER CAPITAL MANAGEMENT|Other Service Provider|$177,616|—|$177,616|

| BANK OF NY MELLON|Other Service Provider|$122,908|—|$122,908|

| COHNREZNICK LLP|Investment Advisor|$79,591|—|$79,591|

| FACTSET RESEARCH SYSTEMS|Other Service Provider|$25,602|—|$25,602|

| EISNER ADVISORY GROUP LLC|Other Service Provider|$5,776|—|$5,776|

| INTEGRATED INVESTMENT|Other Service Provider|$5,250|—|$5,250|

### Verified Provider Profiles

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

- [COHNREZNICK LLP](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,602,100

- **Estimated Expense Ratio:** 0.198% 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|$1,802,679|$1,568,722|—|—|—|

| 2023|$1,665,668|$1,442,876|—|—|—|

| 2022|$1,858,308|$1,635,605|$108,480|—|$114,223|

## Similar Plans

- [Labor Network, INC.](https://planprovider.pro/companies/labor-network-inc-363988477-501) — 304 participants

- [Tmf Plastic Solutions](https://planprovider.pro/companies/tmf-plastic-solutions-364388483-501) — 198 participants

- [Barton Staffing Solutions, INC.](https://planprovider.pro/companies/barton-staffing-solutions-inc-364243430-501) — 192 participants

- [Aon Investments Usa, INC.](https://planprovider.pro/companies/aon-investments-usa-inc-981090818-001) — 0 participants

- [Aon Trust Company LLC](https://planprovider.pro/companies/aon-trust-company-llc-376543784-011) — 0 participants

- [Aon Trust Company LLC](https://planprovider.pro/companies/aon-trust-company-llc-376543784-041) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/segal-advisors-inc-276230536-002)

© 2026 PlanProvider.Pro