Mesirow Financial Savings Plan
Sponsored by Mesirow Financial Administrative Corporation · EIN 363429602 · Plan #003
- Total assets
- $225M
- Net assets
- $225M
- Active participants
- 496
- With balances
- 801
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Taiber, Kosmala & Associates, Llc CRD 161703 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $129,937 |
| Taiber Kosmala & Assoc Llc | Investment advisory (plan), Direct payment from the plan | $45,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $1,249 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |