Back to filter
Original filing (PDF)20260216133331NAL0005894706001
MUCH SHELIST, P.C.
Form 5500
FILING_RECEIVED
MUCH SHELIST PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
159
Accounts w/ balance
178
Plan assets (EOY)
$60.2M
Net assets (EOY)
$60.2M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUCH SHELIST, P.C..
Plan sponsor
Name
MUCH SHELIST, P.C.
EIN
36-2757501
Address
191 N WACKER DR STE 1800 · CHICAGO, IL · 606061631
Phone
(312) 521-2000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-02-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FGMK, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL | 36-3429599 | — | ADVISOR | $79K | — |
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $7K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
24 direct securities · 1 pooled fund· $59.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$54.0M
24 holdings
Common Collective Trust
$5.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Registered Investment Company | — | — | — | $9.6M | 16.0% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $5.9M | 9.8% | |
| Vanguard Target Retirement 2035 Registered Investment Company | — | — | — | $5.6M | 9.4% | |
| Vanguard Target Retirement 2030 Registered Investment Company | — | — | — | $4.3M | 7.1% | |
| Vanguard Target Retirement 2025 Registered Investment Company | — | — | — | $3.5M | 5.9% | |
| Vanguard Target Retirement 2040 Registered Investment Company | — | — | — | $3.1M | 5.2% | |
| Vanguard Total International Stock Index Fund Admiral Registered Investment Company | — | — | — | $2.9M | 4.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $2.9M | 4.8% | |
| Vanguard Target Retirement 2020 Registered Investment Company | — | — | — | $2.8M | 4.6% | |
| Principal Equity Income Fund Registered Investment Company | — | — | — | $2.6M | 4.3% | |
| BlackRock Total Return Fund Institutional Shares Registered Investment Company | — | — | — | $2.3M | 3.9% | |
| American Funds EuroPacific Growth Fund Class R-6 Registered Investment Company | — | — | — | $2.3M | 3.8% | |
| Vanguard Target Retirement 2045 Registered Investment Company | — | — | — | $1.8M | 3.0% | |
| Vanguard Treasury Money Market Money Market Fund | — | — | — | $1.5M | 2.6% | |
| Harbor Small Cap Value Institutional Registered Investment Company | — | — | — | $1.5M | 2.4% | |
| Vanguard Small-Cap Index Fund Admirals Shares Registered Investment Company | — | — | — | $1.2M | 1.9% | |
| Janus Henderson Triton Fund N Registered Investment Company | — | — | — | $1.0M | 1.7% | |
| Vanguard Target Retirement Income Fund Investor Shares Registered Investment Company | — | — | — | $999K | 1.7% | |
| Vanguard Real Estate Index Fund Admiral Shares Registered Investment Company | — | — | — | $908K | 1.5% | |
| Vanguard Target Retirement 2050 Registered Investment Company | — | — | — | $835K | 1.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Registered Investment Company | — | — | — | $739K | 1.2% | |
| BlackRock High Yield Bond Portfolio Institutional Shares Registered Investment Company | — | — | — | $622K | 1.0% | |
| Vanguard Target Retirement 2060 Registered Investment Company | — | — | — | $367K | 0.6% | |
| (Maturing from 2025 to 2031) | — | — | — | $314K | 0.5% | |
| Vanguard Target Retirement 2055 Registered Investment Company | — | — | — | $217K | 0.4% |
Related plans
Other plans using MESIROW FINANCIAL
TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
TIAA RETIREMENT PLAN
$5.9B · 11,597 participants
TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
TIAA CODE SECTION 401(K) PLAN
$4.6B · 11,525 participants
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUND
INTERNATIONAL BROTHERHOOD OF TEAMSTERS UNION LOCAL 710 PENSION FUND
$4.5B · 7,676 participants
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEE
BRICKLAYERS & TROWEL TRADES INTERNATIONAL PENSION FUND
$1.9B · 26,987 participants
BOARD OF TRUSTEES, UNITED ASSOCIATION UNION LOCAL NO.
UA LOCAL 290 PLUMBER, STEAMFITTER & SHIPFITTER PENSION PLAN
$1.3B · 3,642 participants
ACE HARDWARE CORPORATION
ACE HARDWARE CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN
$1.2B · 6,953 participants
Similar-size Law Offices plans
HAMILTON, BROOK, SMITH & REYNOLDS, P.C.
HAMILTON, BROOK, SMITH & REYNOLDS, P.C. 401(K) PROFIT SHARING PLAN
$60.3M · 70 participants
MARGOLIS EDELSTEIN
MARGOLIS EDELSTEIN 401(K) PROFIT SHARING PLAN
$60.0M · 196 participants
LIEBERT CASSIDY WHITMORE
LIEBERT CASSIDY WHITMORE PROFIT SHARING/401K PLAN AND TRUST
$60.0M · 171 participants
STOKES LAWRENCE, P.S.
STOKES LAWRENCE, P.S. 401(K) PROFIT SHARING PLAN
$60.0M · 111 participants
WEINTRAUB TOBIN CHEDIAK COLEMAN GRO
WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN
$60.0M · 168 participants
FENWICK & WEST LLP
FENWICK & WEST LLP PARTNERS' PENSION PLAN II
$59.9M · 150 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B