Plan Ledger DOL Form 5500 · updated monthly

Foley & Lardner LLP401(k)

FOLEY & LARDNER LLP DEFINED CONTRIBUTION RETIREMENT PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Foley & Lardner LLP reported $905,277 in plan administrative expenses for 2024: 0.06% of average plan assets, above the peer median. Employer contributions averaged $13,407 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.061% to 0.057%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 25th-largest of 1,936 plans among Wisconsin employers on file, and the 97th of 11,654 in professional & technical services. In 2024, employees put in $1.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,700,727,443
Participants with balances3,143
Active participants2,109
Employer contributions$28,274,653
Employee contributions$33,626,991
Employer contribution per active participant$13,407
Average account balance$541,116
Benefits paid to participants$114,739,169
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.7B · 3,143 accts · $28.3M emplr
2023$1.5B · 3,381 accts · $27.9M emplr
2022$1.3B · 3,383 accts · $24.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$169,081
Investment management$736,196
Total administrative$905,277
The Foley & Lardner LLP 401(k) match · 2024
Employer contribution per active participant$13,407
Median for plans this size$5,259
2024$13,407 per active participant
2023$13,377 per active participant
2022$12,172 per active participant

Foley & Lardner LLP's 2024 employer contribution ran above the $5,259 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202412
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$228,973
FIDUCIENT ADVISORS LLC · Investment management$164,983
LUTHER KING CAPITAL MANAGEMENT · Investment advisory (participants)$113,137
FAEGRE BENSON LLP · Investment advisory (participants)$51,214
AT INVESTMENT ADVISERS INC · Investment advisory (participants)$36,472
TOTH FINANCIAL ADVISORY CORP · Investment advisory (participants)$32,096
CORIENT PRIVATE WEALTH LLC · Investment advisory (participants)$30,628
CAPITAL MGMT SERVICES INC · Investment advisory (participants)$29,967
BRINKER CAPITAL INVESTMENTS LL · Investment advisory (participants)$28,114
BLEAKLEY FINANCIAL GROUP LLC · Investment advisory (participants)$27,786
BUCKINGHAM STRATEGIC WEALTH LL · Investment advisory (participants)$18,226
CREATIVE PLANNING LLC · Investment advisory (participants)$17,849

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$905,277 · 0.06%
2023$830,574 · 0.06%
2022$865,241 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Fiserv Solutions, LLC. WI$5.1B · 0.03%
Epic Systems Corporation WI$2.9B · 0.01%
Wipfli LLP WI$810.7M · 0.03%
Quarles & Brady LLP WI$594.3M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 390473800 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.