Faegre Drinker Retirement Savings Plan 1
Sponsored by Faegre Drinker Biddle & Reath Llp · EIN 410244008 · Plan #002
- Total assets
- $768M
- Net assets
- $768M
- Active participants
- 1,298
- With balances
- 1,850
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Compass Capital Management, Llc CRD 150170 | deterministic · 100% | 2024 |
| Herrington Wealth Management Corporation CRD 305202 | fuzzy_auto · 95% | 2024 |
| Riverbridge Partners Llc CRD 108074 | deterministic · 100% | 2024 |
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
| Roundview Capital, Llc CRD 148083 | deterministic · 100% | 2024 |
| Berger Financial Group, Inc. CRD 308174 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Valor Wealth Management Llc CRD 285936 | fuzzy_auto · 95% | 2024 |
| Allodium Investment Consultants, Llc CRD 135812 | fuzzy_auto · 99% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Moller Wealth Partners, Inc. CRD 110493 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Compass Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $184,280 |
| Hemington Wealth Management Ll | Investment advisory (participants), Direct payment from the plan | $91,773 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $82,120 |
| Riverbridge Partners Llc | Investment advisory (participants), Direct payment from the plan | $35,873 |
| Savant Capital Llc | Investment advisory (participants), Direct payment from the plan | $33,650 |
| Roundview Capital Llc | Investment advisory (participants), Direct payment from the plan | $30,460 |
| Berger Financial Group Inc | Investment advisory (participants), Direct payment from the plan | $23,188 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $21,278 |
| Sns Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $19,878 |
| Value Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $16,840 |
| Allodium Investment Consultant | Investment advisory (participants), Direct payment from the plan | $12,810 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $11,031 |
| Mariner Llc | Investment advisory (participants), Direct payment from the plan | $10,777 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $10,000 |
| Brinker Capital Investments Ll | Investment advisory (participants), Direct payment from the plan | $8,795 |
| Moller Wealth Partners Inc | Investment advisory (participants), Direct payment from the plan | $5,385 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $3,279 |