Plan Snapshot
- Plan Sponsor: Foley & Lardner LLP
- Sponsor EIN: 390473800
- Sponsor Address: 777 EAST WISCONSIN AVENUE, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Plan Number: 007
- Total Participants: 2,109
- Total Assets: $1.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,109 | $1.7B | $28.3M | $33.6M |
| 2023 | 2,089 | $1.5B | $27.9M | $31.3M |
| 2022 | 2,033 | $1.3B | $24.7M | $29.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $228,973 | — | $228,973 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $164,983 | — | $164,983 |
| LUTHER KING CAPITAL MANAGEMENT | Other Service Provider | $113,137 | — | $113,137 |
| FAEGRE BENSON LLP | ERISA Attorney | $51,214 | — | $51,214 |
| AT INVESTMENT ADVISERS INC | Other Service Provider | $36,472 | — | $36,472 |
| TOTH FINANCIAL ADVISORY CORP | Other Service Provider | $32,096 | — | $32,096 |
| CORIENT PRIVATE WEALTH LLC | Investment Advisor | $30,628 | — | $30,628 |
| CAPITAL MGMT SERVICES INC | Other Service Provider | $29,967 | — | $29,967 |
| BRINKER CAPITAL INVESTMENTS LL | Other Service Provider | $28,114 | — | $28,114 |
| BLEAKLEY FINANCIAL GROUP LLC | Recordkeeper | $27,786 | — | $27,786 |
| BUCKINGHAM STRATEGIC WEALTH LL | Other Service Provider | $18,226 | — | $18,226 |
| CREATIVE PLANNING LLC | Investment Advisor | $17,849 | — | $17,849 |
| SHAKESPEARE WEALTH MANAGEMENT | Other Service Provider | $14,990 | — | $14,990 |
| KINGFISHER CAPITAL LLC | Other Service Provider | $14,660 | — | $14,660 |
| OPPENHEIMER ASSET MANAGEMENT | Other Service Provider | $14,629 | — | $14,629 |
| PEGASUS PARTNERS LTD | Other Service Provider | $13,966 | — | $13,966 |
| BEACON POINTE ADVISORS LLC | Investment Advisor | $11,860 | — | $11,860 |
| SIMS CAPITAL MANAGEMENT LLC | Other Service Provider | $7,789 | — | $7,789 |
| BELLAIRE CAPITAL MANAGEMENT LL | Other Service Provider | $7,616 | — | $7,616 |
| CERITY PARTNERS LLC | Other Service Provider | $6,347 | — | $6,347 |
| DIVERSIFIED MANAGEMENT INC | Other Service Provider | $5,966 | — | $5,966 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $5,567 | $17 | $5,584 |
| MERCER GLOBAL ADVISORS INC | Other Service Provider | $5,095 | — | $5,095 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
- FAEGRE BENSON LLP — ERISA Attorney
- CORIENT PRIVATE WEALTH LLC — Investment Advisor
- BLEAKLEY FINANCIAL GROUP LLC — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
- BEACON POINTE ADVISORS LLC — Investment Advisor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $887,947
- Estimated Expense Ratio: 0.052% 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 | $905,277 | $736,196 | — | — | — |
| 2023 | $830,574 | $652,357 | — | — | — |
| 2022 | $865,241 | $639,274 | — | — | — |