# Foley &amp; Lardner LLP DB Plan
Source: https://planprovider.pro/companies/foley-lardner-llp-390473800-003

> Foley &amp; Lardner LLP&#39;s DB plan: 54 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Foley & Lardner LLP

- **Sponsor EIN:** 390473800

- **Sponsor Address:** 777 EAST WISCONSIN AVENUE, MILWAUKEE, WI, 532025367

- **Plan Type:** DB

- **Plan Number:** 003

- **Total Participants:** 54

- **Total Assets:** $44.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|54|$44.8M|$800,000|$0|

| 2023|68|$46.6M|$1.9M|$0|

| 2022|73|$46.9M|$3.4M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$107,600|—|$107,600|

| PRINCIPAL GLOBAL INVESTORS, LLC|Investment Advisor|$26,752|—|$26,752|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $134,352

- **Estimated Expense Ratio:** 0.300% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$134,352|$26,752|$107,600|—|—|

| 2023|$134,841|$21,040|$113,801|—|—|

| 2022|$135,780|$22,357|$113,423|—|—|

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