AUMdb

Foley & Lardner Llp Pension Plan

Sponsored by Foley & Lardner Llp · EIN 390473800 · Plan #003

Total assets
$44.8M
Net assets
$44.8M
Active participants
54
With balances
0

Plan year beginning 02/01/2024 · Covers self-employed individuals

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Principal Global Investors, Llc CRD 109002 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $107,600
Principal Global Investors, Llc Investment advisory (plan), Direct payment from the plan $26,752