2023 Form 5500 filing — Faegre Drinker Retirement Savings Plan 2
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011120829NAL0038654656002) for Faegre Drinker Retirement Savings Plan 2, reported by Faegre Drinker Biddle & Reath Llp under EIN 41-0244008 and plan number 033. It reports 1,980 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120829NAL0038654656002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Faegre Drinker Biddle & Reath Llp
- EIN
- 41-0244008
- Plan number
- 033
- Location
- Minneapolis, MN
- Participants
- 1,980
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $689,895,851
- Net assets (EOY)
- $689,895,851
- Employer contributions
- $14,029,702
- Participant contributions
- $13,428,020
- Total income / additions
- $145,442,529
- Benefits paid
- $45,778,772
- Administrative expenses
- $419,604
- Total expenses
- $46,200,531
- Net increase / (decrease)
- $99,241,998
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compass Capital Management Inc | NONE | $122,157 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $81,239 | not reported in the loaded dataset |
| Riverbridge Partners LLC | NONE | $64,988 | not reported in the loaded dataset |
| Private Capital Management LLC | NONE | $41,489 | not reported in the loaded dataset |
| Hurlow Wealth Mgmt Group Inc | NONE | $20,146 | not reported in the loaded dataset |
| Total Wealth Planning LLC | NONE | $12,116 | not reported in the loaded dataset |
| Capital Mgmt Services Inc | NONE | $11,704 | not reported in the loaded dataset |
| Alpha Omega Financial Inc | NONE | $11,605 | not reported in the loaded dataset |
| Tradition Wealth Management Ll | NONE | $9,800 | not reported in the loaded dataset |
| Chicago Partners Investment Gr | NONE | $8,771 | not reported in the loaded dataset |
| Corda Investment | NONE | $8,173 | not reported in the loaded dataset |
| Galecki Financial Management I | NONE | $8,148 | not reported in the loaded dataset |
| Buckingham Strategic Partners | NONE | $6,386 | not reported in the loaded dataset |
| Lmcg Investments LLC | NONE | $6,216 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,339 | $0 |