2023 Form 5500 filing — Faegre Drinker Retirement Savings Plan 1
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011120700NAL0036863936001) for Faegre Drinker Retirement Savings Plan 1, reported by Faegre Drinker Biddle & Reath Llp under EIN 41-0244008 and plan number 002. It reports 2,030 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120700NAL0036863936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Faegre Drinker Biddle & Reath Llp
- EIN
- 41-0244008
- Plan number
- 002
- Location
- Minneapolis, MN
- Participants
- 2,030
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $716,911,004
- Net assets (EOY)
- $716,911,004
- Employer contributions
- $14,044,253
- Participant contributions
- $13,765,356
- Total income / additions
- $152,396,566
- Benefits paid
- $57,969,154
- Administrative expenses
- $503,373
- Total expenses
- $58,477,132
- Net increase / (decrease)
- $93,919,434
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compass Capital Management Inc | NONE | $158,195 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $81,245 | not reported in the loaded dataset |
| Hemington Wealth Management | NONE | $79,682 | not reported in the loaded dataset |
| Riverbridge Partners LLC | NONE | $30,205 | not reported in the loaded dataset |
| Savant Capital LLC | NONE | $29,095 | not reported in the loaded dataset |
| Berger Financial Group Inc | NONE | $18,699 | not reported in the loaded dataset |
| Fisher Investments | NONE | $15,929 | not reported in the loaded dataset |
| Sns Financial Group LLC | NONE | $15,525 | not reported in the loaded dataset |
| Value Wealth Management LLC | NONE | $13,981 | not reported in the loaded dataset |
| Allodium Investment Consultant | NONE | $11,654 | not reported in the loaded dataset |
| Bergankdv Wealth Mgmt LLC | NONE | $9,734 | not reported in the loaded dataset |
| Roundview Capital LLC | NONE | $8,941 | not reported in the loaded dataset |
| Brinker Capital Investments Ll | NONE | $7,497 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $5,041 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,195 | $0 |