Michael Best 401 K Plan
Sponsored by Michael Best And Friedrich, Llp · EIN 390934985 · Plan #001
- Total assets
- $321M
- Net assets
- $321M
- Active participants
- 729
- With balances
- 996
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 |
| Annex Advisory Services, Llc CRD 127987 | deterministic · 100% | 2024 |
| Arcataur Capital Management Llc CRD 124663 | deterministic · 100% | 2024 |
| Blackhawk Capital Partners, Llc CRD 158020 | deterministic · 100% | 2024 |
| F/M Investments Llc CRD 304405 | deterministic · 100% | 2024 |
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blackhawk Capital Partners Llc | Investment management, Investment management fees (direct) | $33,719 |
| F/M Investments Llc | Investment management, Investment management fees (direct) | $28,711 |
| Ziegler Capital Management Llc | Investment management, Investment management fees (direct) | $26,486 |
| Arcataur Capital Management Llc | Investment management, Investment management fees (direct) | $19,508 |
| Annex Advisory Services Llc | Investment management, Investment management fees (direct) | $16,483 |
| Mesirow Financial Investment M | Investment management, Investment management fees (direct) | $16,235 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $14,439 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |