Foley & Lardner Llp Defined Contribution Retirement Plan
Sponsored by Foley & Lardner Llp · EIN 390473800 · Plan #007
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 2,109
- With balances
- 3,143
Plan year beginning 02/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Luther King Capital Management Corporation CRD 110093 | deterministic · 100% | 2024 |
| Toth Financial Advisory Corp CRD 104952 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Bleakley Financial Group, Llc CRD 318366 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Shakespeare Wealth Management, Llc CRD 111950 | deterministic · 100% | 2024 |
| Kingsferry Capital Llc CRD 291522 | fuzzy_auto · 94% | 2024 |
| Oppenheimer Asset Management Inc. CRD 105559 | deterministic · 100% | 2024 |
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
| Sims Capital Management Llc CRD 129398 | deterministic · 100% | 2024 |
| Bellaire Capital Management, Llc CRD 152438 | fuzzy_auto · 98% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Diversified Management Inc CRD 106680 | deterministic · 100% | 2024 |
| Mercer Global Advisors Inc. CRD 147363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $228,973 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $164,983 |
| Luther King Capital Management | Investment advisory (participants), Direct payment from the plan | $113,137 |
| Faegre Benson Llp | Investment advisory (participants), Direct payment from the plan | $51,214 |
| At Investment Advisers Inc | Investment advisory (participants), Direct payment from the plan | $36,472 |
| Toth Financial Advisory Corp | Investment advisory (participants), Direct payment from the plan | $32,096 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $30,628 |
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $29,967 |
| Brinker Capital Investments Ll | Investment advisory (participants), Direct payment from the plan | $28,114 |
| Bleakley Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $27,786 |
| Buckingham Strategic Wealth Ll | Investment advisory (participants), Direct payment from the plan | $18,226 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $17,849 |
| Shakespeare Wealth Management | Investment management, Direct payment from the plan | $14,990 |
| Kingfisher Capital Llc | Investment advisory (participants), Direct payment from the plan | $14,660 |
| Oppenheimer Asset Management | Investment management, Direct payment from the plan | $14,629 |
| Pegasus Partners Ltd | Investment advisory (participants), Direct payment from the plan | $13,966 |
| Beacon Pointe Advisors Llc | Investment advisory (participants), Direct payment from the plan | $11,860 |
| Sims Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $7,789 |
| Bellaire Capital Management Ll | Investment advisory (participants), Direct payment from the plan | $7,616 |
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $6,347 |
| Diversified Management Inc | Investment advisory (participants), Direct payment from the plan | $5,966 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $5,567 |
| Mercer Global Advisors Inc | Investment advisory (participants), Direct payment from the plan | $5,095 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |