Faegre Drinker Retirement Savings Plan 2 — Form 5500 plan (Faegre Drinker Biddle & Reath Llp)

Plain-English plan 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, Faegre Drinker Retirement Savings Plan 2 is a benefit plan reported by Faegre Drinker Biddle & Reath Llp under EIN 41-0244008 and plan number 033. The latest loaded filing year is 2023. The filing reports 1,980 participants and $689,895,851 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Faegre Drinker Biddle & Reath Llp
EIN
41-0244008
Plan number
033
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
1,980
End-of-year plan assets
$689,895,851

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,980H, C20241011120829NAL0038654656002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$689,895,851
Net assets (EOY)
$689,895,851
Net assets (BOY)
$590,653,788

Income & contributions

Employer contributions
$14,029,702
Participant contributions
$13,428,020
Total contributions
$29,385,620
Total income / additions
$145,442,529

Expenses & distributions

Benefits paid
$45,778,772
Administrative expenses
$419,604
Total expenses
$46,200,531
Net increase / (decrease)
$99,241,998

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Compass Capital Management IncNONE$122,157not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$81,239not reported in the loaded dataset2023
Riverbridge Partners LLCNONE$64,988not reported in the loaded dataset2023
Private Capital Management LLCNONE$41,489not reported in the loaded dataset2023
Hurlow Wealth Mgmt Group IncNONE$20,146not reported in the loaded dataset2023
Total Wealth Planning LLCNONE$12,116not reported in the loaded dataset2023
Capital Mgmt Services IncNONE$11,704not reported in the loaded dataset2023
Alpha Omega Financial IncNONE$11,605not reported in the loaded dataset2023
Tradition Wealth Management LlNONE$9,800not reported in the loaded dataset2023
Chicago Partners Investment GrNONE$8,771not reported in the loaded dataset2023
Corda InvestmentNONE$8,173not reported in the loaded dataset2023
Galecki Financial Management INONE$8,148not reported in the loaded dataset2023
Buckingham Strategic PartnersNONE$6,386not reported in the loaded dataset2023
Lmcg Investments LLCNONE$6,216not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$2,339$02023

Related Form 5500 pages