Faegre Drinker Retirement Savings Plan 2
Sponsored by Faegre Drinker Biddle & Reath Llp · EIN 410244008 · Plan #033
- Total assets
- $773M
- Net assets
- $773M
- Active participants
- 1,274
- With balances
- 1,794
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Compass Capital Management, Llc CRD 150170 | deterministic · 100% | 2024 |
| Riverbridge Partners Llc CRD 108074 | deterministic · 100% | 2024 |
| Alpha Omega Financial Advisory, Inc. CRD 314289 | deterministic · 100% | 2024 |
| Herrington Wealth Management Corporation CRD 305202 | fuzzy_auto · 95% | 2024 |
| Hurlow Wealth Management Group, Inc. CRD 282587 | fuzzy_auto · 96% | 2024 |
| Private Capital Management, Llc CRD 169172 | deterministic · 100% | 2024 |
| Tradition Wealth Management Llc CRD 128314 | fuzzy_auto · 98% | 2024 |
| Total Wealth Planning And Management, Inc. CRD 166664 | fuzzy_auto · 93% | 2024 |
| Boulay Financial Advisors, Llc CRD 111334 | deterministic · 100% | 2024 |
| Chicago Partners Investment Group Llc CRD 147662 | fuzzy_auto · 98% | 2024 |
| Galecki Financial Management Inc CRD 107218 | fuzzy_auto · 99% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Compass Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $152,512 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $80,585 |
| Riverbridge Partners Llc | Investment advisory (participants), Direct payment from the plan | $76,392 |
| Alpha Omega Financial Advisory | Investment advisory (participants), Direct payment from the plan | $27,600 |
| Hemington Wealth Management Ll | Investment advisory (participants), Direct payment from the plan | $26,960 |
| Hurlow Wealth Mgmt Group Inc | Investment advisory (participants), Direct payment from the plan | $22,713 |
| Private Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $21,010 |
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $13,429 |
| Tradition Wealth Management Ll | Investment advisory (participants), Direct payment from the plan | $12,648 |
| Total Wealth Planning Llc | Investment advisory (participants), Direct payment from the plan | $12,399 |
| Boulay Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $10,519 |
| Chicago Partners Investment Gr | Investment advisory (participants), Direct payment from the plan | $10,371 |
| Galecki Financial Management I | Investment advisory (participants), Direct payment from the plan | $9,446 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $7,848 |
| Buckingham Strategic Partners | Investment advisory (participants), Direct payment from the plan | $7,441 |
| Corda Investment | Investment advisory (participants), Direct payment from the plan | $6,362 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $3,446 |