# Foley & Lardner LLP 401(k) Plan
Source: https://planprovider.pro/companies/foley-lardner-llp-390473800-007

> Foley & Lardner LLP's 401(k) plan: 2,109 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, 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [FAEGRE BENSON LLP](https://planprovider.pro/provider/faegre-drinker-biddle-and-reath-llp) — ERISA Attorney

- [CORIENT PRIVATE WEALTH LLC](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [BLEAKLEY FINANCIAL GROUP LLC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [BEACON POINTE ADVISORS LLC](https://planprovider.pro/provider/beacon-pointe-advisors-llc) — Investment Advisor

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/foley-lardner-llp-390473800-007)

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