2023 Form 5500 filing — Foley & Lardner Llp Defined Contribution Retirement Plan
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 20241101101644NAL0004568832001) for Foley & Lardner Llp Defined Contribution Retirement Plan, reported by Foley & Lardner Llp under EIN 39-0473800 and plan number 007. It reports 3,456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101101644NAL0004568832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foley & Lardner Llp
- EIN
- 39-0473800
- Plan number
- 007
- Location
- Milwaukee, WI
- Participants
- 3,456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,489,879,235
- Net assets (EOY)
- $1,489,879,235
- Employer contributions
- $27,945,142
- Participant contributions
- $31,282,881
- Total income / additions
- $227,299,757
- Benefits paid
- $82,241,173
- Administrative expenses
- $830,574
- Total expenses
- $83,104,322
- Net increase / (decrease)
- $144,195,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $220,296 | not reported in the loaded dataset |
| Dimeo Schneider & Associates LLC | NONE | $192,282 | not reported in the loaded dataset |
| Luther King Capital Management | NONE | $102,065 | not reported in the loaded dataset |
| At Investment Advisers Inc | NONE | $67,215 | not reported in the loaded dataset |
| Capital Mgmt Services Inc | NONE | $26,168 | not reported in the loaded dataset |
| Brinker Capital Investments Ll | NONE | $24,452 | not reported in the loaded dataset |
| Cerity Partners LLC | NONE | $22,314 | not reported in the loaded dataset |
| Corient Private Wealth LLC | NONE | $21,646 | not reported in the loaded dataset |
| Toth Financial Advisory Corp | NONE | $21,328 | not reported in the loaded dataset |
| Buckingham Strategic Wealth Ll | NONE | $17,533 | not reported in the loaded dataset |
| Kingfisher Capital LLC | NONE | $16,489 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $16,202 | not reported in the loaded dataset |
| Bleakley Financial Group LLC | NONE | $16,148 | not reported in the loaded dataset |
| Oppenheimer Asset Management | NONE | $13,557 | not reported in the loaded dataset |
| Shakespeare Wealth Management | NONE | $13,171 | not reported in the loaded dataset |
| Diversified Management Inc | NONE | $12,809 | not reported in the loaded dataset |
| Pegasus Partners Ltd | NONE | $9,578 | not reported in the loaded dataset |
| Segall Bryant & Hamill LLC | NONE | $9,486 | not reported in the loaded dataset |
| Sims Capital Management LLC | NONE | $8,467 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $5,925 | $0 |
| Baird, Robert W., & Compa | NONE | $5,461 | not reported in the loaded dataset |