What public Form 5500 filings show about the Foley & Lardner LLP 401(k) plan — and how to find and check your own account.
Foley & Lardner LLP (EIN 39-0473800) reports FOLEY & LARDNER LLP DEFINED CONTRIBUTION RETIREMENT PLAN on its most recent Form 5500, with $1.7B in plan assets across 2,109 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Foley & Lardner LLP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Foley & Lardner LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDUCIENT ADVISORS, LUTHER KING CAPITAL MANAGEMENT, CHARLES SCHWAB TRUST BANK, FAEGRE BENSON LLP, MERCER GLOBAL ADVISORS, BUCKINGHAM STRATEGIC WEALTH LL.
