Faegre Drinker Retirement Savings Plan 1 — Form 5500 plan (Faegre Drinker Biddle & Reath 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, Faegre Drinker Retirement Savings Plan 1 is a benefit plan reported by Faegre Drinker Biddle & Reath Llp under EIN 41-0244008 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,030 participants and $716,911,004 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Faegre Drinker Biddle & Reath Llp
EIN
41-0244008
Plan number
002
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
2,030
End-of-year plan assets
$716,911,004

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,030H, C20241011120700NAL0036863936001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$716,911,004
Net assets (EOY)
$716,911,004
Net assets (BOY)
$622,991,635

Income & contributions

Employer contributions
$14,044,253
Participant contributions
$13,765,356
Total contributions
$30,554,387
Total income / additions
$152,396,566

Expenses & distributions

Benefits paid
$57,969,154
Administrative expenses
$503,373
Total expenses
$58,477,132
Net increase / (decrease)
$93,919,434

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Compass Capital Management IncNONE$158,195not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$81,245not reported in the loaded dataset2023
Hemington Wealth ManagementNONE$79,682not reported in the loaded dataset2023
Riverbridge Partners LLCNONE$30,205not reported in the loaded dataset2023
Savant Capital LLCNONE$29,095not reported in the loaded dataset2023
Berger Financial Group IncNONE$18,699not reported in the loaded dataset2023
Fisher InvestmentsNONE$15,929not reported in the loaded dataset2023
Sns Financial Group LLCNONE$15,525not reported in the loaded dataset2023
Value Wealth Management LLCNONE$13,981not reported in the loaded dataset2023
Allodium Investment ConsultantNONE$11,654not reported in the loaded dataset2023
Bergankdv Wealth Mgmt LLCNONE$9,734not reported in the loaded dataset2023
Roundview Capital LLCNONE$8,941not reported in the loaded dataset2023
Brinker Capital Investments LlNONE$7,497not reported in the loaded dataset2023
Envestnet Asset Management IncNONE$5,041not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$2,195$02023

Related Form 5500 pages