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Form 5500 · Retirement plan · MILWAUKEE, WI

FOLEY & LARDNER LLP

The filing calls this plan FOLEY & LARDNER LLP DEFINED CONTRIBUTION RETIREMENT PLAN.

FOLEY & LARDNER LLP of MILWAUKEE, WI files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
JOHN W HESSLER
Insurance company
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Contract year ends
Januaryas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0473800 · plan 007 · plan year 2025, filed Nov 6, 2025

Participants at the start of the year
3,471
Contracts on file
1
Contract value
$193,952
Plan year end
January

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.

The contracts held $193,952 at the end of the plan year, as reported on Schedule A.

$221 in agent commissions is disclosed across the contracts; JOHN W HESSLER is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in January.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC1January$11,050$221

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
FOLEY & LARDNER LLP
EIN 39-0473800
SCHWAB RETIREMENT PLAN SERVICES INC
Recordkeeping and information management · EIN 34-1479833
$228,973
paid directly by the plan
FIDUCIENT ADVISORS LLC
Named on Schedule C · EIN 36-4001764
$164,983
paid directly by the plan
LUTHER KING CAPITAL MANAGEMENT
Named on Schedule C · EIN 75-0163033
$113,137
paid directly by the plan
FAEGRE BENSON LLP
Named on Schedule C · EIN 41-0244008
$51,214
paid directly by the plan
AT INVESTMENT ADVISERS INC
Named on Schedule C · EIN 20-0822261
$36,472
paid directly by the plan
TOTH FINANCIAL ADVISORY CORP
Named on Schedule C · EIN 54-1382083
$32,096
paid directly by the plan
CORIENT PRIVATE WEALTH LLC
Named on Schedule C · EIN 88-0967642
$30,628
paid directly by the plan
CAPITAL MGMT SERVICES INC
Named on Schedule C · EIN 43-1410129
$29,967
paid directly by the plan
BRINKER CAPITAL INVESTMENTS LL
Named on Schedule C · EIN 32-0070947
$28,114
paid directly by the plan
BLEAKLEY FINANCIAL GROUP LLC
Named on Schedule C · EIN 47-2523848
$27,786
paid directly by the plan
CREATIVE PLANNING LLC
Named on Schedule C · EIN 43-1270780
$17,849
paid directly by the plan
SHAKESPEARE WEALTH MANAGEMENT
Named on Schedule C · EIN 39-1944977
$14,990
paid directly by the plan
KINGFISHER CAPITAL LLC
Named on Schedule C · EIN 26-4831865
$14,660
paid directly by the plan
OPPENHEIMER ASSET MANAGEMENT
Named on Schedule C · EIN 74-2154744
$14,629
paid directly by the plan
PEGASUS PARTNERS LTD
Named on Schedule C · EIN 47-3081156
$13,966
paid directly by the plan
BEACON POINTE ADVISORS LLC
Named on Schedule C · EIN 27-0636826
$11,860
paid directly by the plan
SIMS CAPITAL MANAGEMENT LLC
Named on Schedule C · EIN 20-0157116
$7,789
paid directly by the plan
BELLAIRE CAPITAL MANAGEMENT LL
Named on Schedule C · EIN 27-1327076
$7,616
paid directly by the plan
CERITY PARTNERS LLC
Named on Schedule C · EIN 27-1180831
$6,347
paid directly by the plan
DIVERSIFIED MANAGEMENT INC
Named on Schedule C · EIN 39-1771341
$5,966
paid directly by the plan
MERCER GLOBAL ADVISORS INC
Named on Schedule C · EIN 74-3257877
$5,095
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$1,700,727,443
Paid out in benefits
$114,739,169
Participants at the start of the year
3,471
Participants with account balances
3,143

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 34-1479833
SCHWAB RETIREMENT PLAN SERVICES INC
Independent accountantEIN 30-1413443
BAKER TILLY US LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Group Health Insurance PlanInsured benefit plan · 3 Schedule A contractsRenews ~Jan 1Pension PlanRetirement plan · 1 Schedule A contract

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