Form 5500 Search

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 / PlanLocationServiceParticipantsAssetsDirect 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