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Original filing (PDF)20251015111059NAL0002193251001
MICHAEL BEST AND FRIEDRICH, LLP
Form 5500
FILING_RECEIVED
MICHAEL BEST 401K PLAN
401(k) retirement plan
Signals · 2
27% in single holding8 service providers
Active participants
729
Accounts w/ balance
996
Plan assets (EOY)
$321.2M
Net assets (EOY)
$321.2M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Instl Index" is 27% of plan.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL BEST AND FRIEDRICH, LLP.
Plan sponsor
Name
MICHAEL BEST AND FRIEDRICH, LLP
EIN
39-0934985
Address
790 N. WATER STREET · SUITE 2500 · MILWAUKEE, WI · 53202
Phone
(262) 956-6520
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKHAWK CAPITAL PARTNERS LLC | 45-2341486 | — | ADVISOR | $34K | — |
| F/M INVESTMENTS LLC | 84-1772859 | — | ADVISOR | $29K | — |
| ZIEGLER CAPITAL MANAGEMENT LLC | 85-0597999 | — | ADVISOR | $26K | — |
| ARCATAUR CAPITAL MANAGEMENT LLC | 11-3662316 | — | ADVISOR | $20K | — |
| ANNEX ADVISORY SERVICES LLC | 68-0524298 | — | ADVISOR | $16K | — |
| MESIROW FINANCIAL INVESTMENT M | 36-3429599 | — | ADVISOR | $16K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
22 direct securities· $313.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Index | — | — | — | $83.2M | 25.9% | |
| Charles Schwab Charles Schwab Institutional Personal Choice Retirement Account | — | — | — | $46.5M | 14.5% | |
| Baird Aggregate Bond Instl | — | — | — | $40.4M | 12.6% | |
| Baird Short-Term Bond Inst | — | — | — | $21.5M | 6.7% | |
| Vanguard Mid Cap Index Instl | — | — | — | $19.0M | 5.9% | |
| Transamerica Trust Company Self-Directed Brokerage Account | — | — | — | $14.7M | 4.6% | |
| Dimensional DFA International Value I | — | — | — | $11.9M | 3.7% | |
| Vanguard International Growth Adm | — | — | — | $11.9M | 3.7% | |
| Vanguard Growth Index Instl | — | — | — | $11.4M | 3.6% | |
| Vanguard Treasury Money Market Investor | — | — | — | $8.2M | 2.6% | |
| Dimensional DFA International Small Company I | — | — | — | $6.7M | 2.1% | |
| Dimensional DFA Emerging Markets Core Equity I | — | — | — | $6.6M | 2.1% | |
| Vanguard Small Cap Growth Index Instl | — | — | — | $6.1M | 1.9% | |
| Vanguard Small Cap Value Index I | — | — | — | $5.4M | 1.7% | |
| Vanguard Value Index Instl | — | — | — | $5.0M | 1.6% | |
| Vanguard Total International Stock Index Instl | — | — | — | $4.8M | 1.5% | |
| Vanguard Small Cap Index Adm | — | — | — | $4.0M | 1.3% | |
| Vanguard Mid Cap Growth Index Adm | — | — | — | $2.4M | 0.7% | |
| Vanguard Mid Cap Value Index Adm | — | — | — | $1.4M | 0.4% | |
| Participant Loans, Interest Rates Between 3.38% and 9.50% With Various Maturities - | — | — | — | $1.1M | 0.3% | |
| Fidelity Inflation-Prot Bd Idx | — | — | — | $993K | 0.3% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $63K | <0.1% |