Mesirow Financial Administrative 401(k) match, vesting and fees
What Mesirow Financial Administrative's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Miller Cooper (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Mesirow Financial Administrative: employer contribution per participant | $2,632 | |
| Peer median | $2,935 |
| Mesirow Financial Administrative: average balance | $281,331 | |
| Peer median | $92,770 |
| Mesirow Financial Administrative: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $207M at the end of plan year 2021 to $225M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 813 | $225M | $2.1M | $2,632 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 852 | $201M | $1.8M | $2,121 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 840 | $172M | $1.7M | $2,013 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 834 | $207M | $1.9M | $2,313 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Mesirow Financial Administrative match 401(k) contributions?
The match terms for the Mesirow Financial Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $2,632 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mesirow Financial Administrative 401(k) match vested?
The vesting schedule for the Mesirow Financial Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mesirow Financial Administrative 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Mesirow Financial Administrative Corporation.
I left Mesirow Financial Administrative. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mesirow Financial Administrative Corporation, (312) 595-6943) or the recordkeeper, Transamerica Retirement Solutions. The Mesirow Financial Administrative old 401(k) page lists the contacts from every plan filing. Find an old Mesirow Financial Administrative 401(k)
Data from the public Form 5500 annual reports Mesirow Financial Administrative filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Mesirow Financial Administrative. Not financial advice. Report a correction · Methodology