SHAKESPEARE WEALTH MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
7
Active participants
246,760
Total plan assets
$31.7B
Filings (rows)
7
Direct comp
$125K
Indirect comp
$0
SERVICES PROVIDED
Other7
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE, WI | Other NONE | 83,445 | $10.5B | $27K |
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE, WI | Other NONE | 80,015 | $9.1B | $21K |
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | DOWNERS GROVE, IL | Other NONE | 76,956 | $7.5B | $21K |
| FOLEY & LARDNER LLP FOLEY & LARDNER LLP DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 2,109 | $1.7B | $15K |
| FOLEY & LARDNER LLP FOLEY & LARDNER LLP DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 2,089 | $1.5B | $13K |
| FOLEY & LARDNER LLP FOLEY & LARDNER LLP DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 2,033 | $1.3B | $12K |
| EMERGENCY MEDICINE SPECIALISTS, SC EMERGENCY MEDICINE SPECIALISTS, SC EMPLOYEES' PROFIT SHARING PLAN | WAUWATOSA, WI | Other NONE | 113 | $42.1M | $15K |
