Foley & Lardner Llp Defined Contribution Retirement Plan — Form 5500 plan (Foley & Lardner Llp)
Plain-English plan 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, Foley & Lardner Llp Defined Contribution Retirement Plan is a benefit plan reported by Foley & Lardner Llp under EIN 39-0473800 and plan number 007. The latest loaded filing year is 2023. The filing reports 3,456 participants and $1,489,879,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foley & Lardner Llp
- EIN
- 39-0473800
- Plan number
- 007
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 3,456
- End-of-year plan assets
- $1,489,879,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,456 | H, C | 20241101101644NAL0004568832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,489,879,235
- Net assets (EOY)
- $1,489,879,235
- Net assets (BOY)
- $1,345,683,800
Income & contributions
- Employer contributions
- $27,945,142
- Participant contributions
- $31,282,881
- Total contributions
- $65,443,110
- Total income / additions
- $227,299,757
Expenses & distributions
- Benefits paid
- $82,241,173
- Administrative expenses
- $830,574
- Total expenses
- $83,104,322
- Net increase / (decrease)
- $144,195,435
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $220,296 | not reported in the loaded dataset | 2023 |
| Dimeo Schneider & Associates LLC | NONE | $192,282 | not reported in the loaded dataset | 2023 |
| Luther King Capital Management | NONE | $102,065 | not reported in the loaded dataset | 2023 |
| At Investment Advisers Inc | NONE | $67,215 | not reported in the loaded dataset | 2023 |
| Capital Mgmt Services Inc | NONE | $26,168 | not reported in the loaded dataset | 2023 |
| Brinker Capital Investments Ll | NONE | $24,452 | not reported in the loaded dataset | 2023 |
| Cerity Partners LLC | NONE | $22,314 | not reported in the loaded dataset | 2023 |
| Corient Private Wealth LLC | NONE | $21,646 | not reported in the loaded dataset | 2023 |
| Toth Financial Advisory Corp | NONE | $21,328 | not reported in the loaded dataset | 2023 |
| Buckingham Strategic Wealth Ll | NONE | $17,533 | not reported in the loaded dataset | 2023 |
| Kingfisher Capital LLC | NONE | $16,489 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $16,202 | not reported in the loaded dataset | 2023 |
| Bleakley Financial Group LLC | NONE | $16,148 | not reported in the loaded dataset | 2023 |
| Oppenheimer Asset Management | NONE | $13,557 | not reported in the loaded dataset | 2023 |
| Shakespeare Wealth Management | NONE | $13,171 | not reported in the loaded dataset | 2023 |
| Diversified Management Inc | NONE | $12,809 | not reported in the loaded dataset | 2023 |
| Pegasus Partners Ltd | NONE | $9,578 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill LLC | NONE | $9,486 | not reported in the loaded dataset | 2023 |
| Sims Capital Management LLC | NONE | $8,467 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $5,925 | $0 | 2023 |
| Baird, Robert W., & Compa | NONE | $5,461 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foley & Lardner Llp
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Dimeo Schneider & Associates LLC — Schedule C compensation
- Luther King Capital Management — Schedule C compensation
- At Investment Advisers Inc — Schedule C compensation
- Capital Mgmt Services Inc — Schedule C compensation
- Brinker Capital Investments Ll — Schedule C compensation
- Cerity Partners LLC — Schedule C compensation
- Corient Private Wealth LLC — Schedule C compensation
- Toth Financial Advisory Corp — Schedule C compensation
- Buckingham Strategic Wealth Ll — Schedule C compensation
- Kingfisher Capital LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Bleakley Financial Group LLC — Schedule C compensation
- Oppenheimer Asset Management — Schedule C compensation
- Shakespeare Wealth Management — Schedule C compensation
- Diversified Management Inc — Schedule C compensation
- Pegasus Partners Ltd — Schedule C compensation
- Segall Bryant & Hamill LLC — Schedule C compensation
- Sims Capital Management LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Baird, Robert W., & Compa — Schedule C compensation